Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FKLN SM CAP VAL ADV Mutual Fund in their Schedule of Assets, totaling $342K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | S2 ANALYTICAL SOLUTIONS, LLC S2 ANALYTICAL SOLUTIONS, LLC 401(K) AND PS PLAN | HERNDON VA | 226 | $21.0M | $223K |
| 2 | JC RESORTS LLC JC RESORTS LLC 401(K) BENEFIT PLAN | LA JOLLA CA | 1,375 | $32.6M | $119K |
