Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fnkln Smcap Val Adv in their Schedule of Assets, totaling $874K 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 | PLANESENSE, INC. PLANESENSE, INC. 401(K) PLAN | PORTSMOUTH NH | 566 | $36.2M | $851K |
| 2 | SUN MOUNTAIN LUMBER COMPANY SUN MOUNTAIN LUMBER COMPANY 401(K) PLAN AND TRUST | DEER LODGE MT | 193 | $7.1M | $22K |
