Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding FKLN SM Cap Value R6 Mutual fund in their Schedule of Assets, totaling $1.4M 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 | GARDINER SERVICE COMPANY GARDINER SERVICE COMPANY PROFIT SHARING & SAVINGS PLAN | SOLON OH | 256 | $39.1M | $624K |
| 2 | ROCK PAPER SCISSORS, LLC ROCK PAPER SCISSORS, LLC 401(K) PROFIT SHARING PLAN | SANTA MONICA CA | 203 | $17.8M | $284K |
| 3 | MATTER SURFACES, INC. |
STOUGHTON MA |
| 138 |
| $18.5M |
| $266K |
| 4 | MAGNOLIA OIL & GAS OPERATING LLC MAGNOLIA OIL & GAS 401(K) PLAN | HOUSTON TX | 253 | $40.6M | $109K |
| 5 | HAMILTON U.S. SERVICES LLC HAMILTON U.S. SERVICES LLC 401(K) PLAN | GLEN ALLEN VA | 184 | $13.7M | $102K |
| 6 | PURPLE WAVE, INC. PURPLE WAVE, INC. RETIREMENT PLAN | MANHATTAN KS | 356 | $16.7M | $40K |
| 7 | KEE SAFETY, INC. KEE SAFETY, INC. RETIREMENT PLAN | BUFFALO NY | 274 | $18.3M | $23K |