Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding FPA Crescent Portfolio in their Schedule of Assets, totaling $6.7M 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 | MCDONALDS LICENSEES HEALTH AND WELFARE TRUST MCDONALD'S LICENSEES/RMHC HEALTH & WELFARE GIA | CHICAGO IL | 20,809 | $86.7M | $6.4M |
| 2 | RENEWAL INC. RENEWAL, INC. MONEY PURCHASE PENSION PLAN | PITTSBURGH PA | 110 | $9.9M | $279K |
