Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding FKLN SM CAP VALUE R6 Registered Investment Company in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RETINA GROUP, INC. DBA RETINA CONSULTANTS OF AMERICA RETINA CONSULTANTS OF AMERICA 401(K) PLAN | SOUTHLAKE TX | 4,799 | $353.2M | $1.0M |
| 2 | CORE BTS, INC. CORE BTS 401(K) RETIREMENT PLAN | INDIANAPOLIS IN | 547 | $97.8M | $538K |
| 3 | IMPINJ, INC. IMPINJ, INC. 401(K) PLAN |
SEATTLE WA |
| 352 |
| $71.1M |
| $500K |
| 4 | EVERGREEN MONEYSOURCE MORTGAGE COMPANY DBA EVERGREEN HOME LOANS SECURITY PLUS RETIREMENT SAVINGS PLAN | BELLEVUE WA | 427 | $60.9M | $197K |
| 5 | NEXT FIFTEEN COMMUNICATIONS CORPORATION NEXT 15 COMMUNICATIONS RETIREMENT PLAN | SAN FRANCISCO CA | 1,027 | $132.8M | $144K |
