Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FPA Crescent Mutual Fund in their Schedule of Assets, totaling $41K 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 | SIPPEL CO., INC. SIPPEL CO., INC. SAVINGS PLAN | AMBRIDGE PA | 172 | $10.1M | $38K |
| 2 | MOWERY & SCHOENFELD, LLC MOWERY & SCHOENFELD, LLC 401(K) PLAN | LINCOLNSHIRE IL | 156 | $20.5M | $3K |
