Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding FPA Crescent Fund Mutual fund in their Schedule of Assets, totaling $11.3M 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 | BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION BRYN MAWR MEDICAL SPECIALISTS ASSOCIATION PROFIT SHARING PLAN | BRYN MAWR PA | 484 | $140.0M | $6.1M |
| 2 | CIMARRON LUMBER AND SUPPLY COMPANY SUTHERLAND LUMBER COMPANY EMPLOYEE SAVINGS PLAN | KANSAS CITY MO | 1,620 | $81.8M | $2.2M |
| 3 | CITRIN COOPERMAN & COMPANY, LLP |
NEW YORK NY |
| 1,949 |
| $292.0M |
| $1.4M |
| 4 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN RETIREMENT SAVINGS PLAN | NEW YORK NY | 2,408 | $369.8M | $1.2M |
| 5 | DON QUIJOTE (USA) CO., LTD. DON QUIJOTE (USA) CO., LTD. PROFIT-SHARING RETIREMENT/INDIVIDUAL MATCHED SAVINGS PLAN | HONOLULU HI | 1,956 | $80.4M | $457K |
| 6 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 3 | NEW YORK NY | 703 | $7.6M | $8K |
| 7 | CITRIN COOPERMAN ADVISORS LLC CITRIN COOPERMAN PROFIT SHARING PLAN - PLAN NO. 1 | NEW YORK NY | 906 | $11.6M | $7K |
| 8 | CITRIN COOPERMAN & COMPANY LLP CITRIN COOPERMAN & COMPANY LLP PROFIT SHARING PLAN - PLAN NO. 1 | NEW YORK NY | 889 | $7.6M | $7K |
| 9 | OTTAWA BANCSHARES, INC. OTTAWA BANCSHARES, INC. PROFIT SHARING PLAN | SALINA KS | 182 | $27.4M | $4K |
