Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Fkln Sm Cap Grth R6 Mutual Fund in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MACKENZIE ENGINEERING, INC. MACKENZIE ENGINEERING EMPLOYEES 401(K) PROFIT SHARING PLAN | PORTLAND OR | 216 | $63.7M | $577K |
| 2 | MOBIQUITY, INC. MOBIQUITY 401(K) PROFIT SHARING PLAN | WALTHAM MA | 100 | $18.2M | $446K |
| 3 | PEDIATRIC SUBSPECIALTY FACULTY, INC. PEDIATRIC SUBSPECIALTY FACULTY, INC. 401(K) PROFIT SHARING PLAN |
ORANGE CA |
| 325 |
| $200.6M |
| $322K |
| 4 | AVEDIS ZILDJIAN CO. AVEDIS ZILDJIAN CO. RETIREMENT PLAN | NORWELL MA | 257 | $27.8M | $104K |
| 5 | SPUR REPLY, LLC SPUR REPLY, LLC RETIREMENT PLAN | BELLEVUE WA | 206 | $24.1M | $14K |