Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FPA Crescent Fund in their Schedule of Assets, totaling $8.7M 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 | EXETER HEALTH RESOURCES, INC. EXETER HEALTH RESOURCES, INC. ACCOUNT BALANCE PENSION PLAN | EXETER NH | 1,279 | $115.4M | $7.6M |
| 2 | FMR LLC FIDELITY RETIREMENT SAVINGS PLAN | BOSTON MA | 68,838 | $34.2B | $907K |
| 3 | JOHN BALL ZOO JOHN BALL ZOO 401(K) PROFIT SHARING PLAN |
GRAND RAPIDS MI |
| 141 |
| $8.2M |
| $197K |
