Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FPA Crescent in their Schedule of Assets, totaling $466K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LANAI RESORTS, LLC LANAI RESORTS 401(K) PLAN | HONOLULU HI | 381 | $18.1M | $359K |
| 2 | PSYCHOGENICS INC. PSYCHOGENICS, INC. 401(K) PLAN | PARAMUS NJ | 167 | $18.3M | $87K |
| 3 | WROUGHT WASHER MFG., INC. WROUGHT WASHER MFG., INC. 401(K) SAVINGS PLAN |
MILWAUKEE WI |
| 111 |
| $8.5M |
| $17K |
| 4 | HALE MAKUA HEALTH SERVICES HALE MAKUA HEALTH SERVICES 401(K) PLAN | KAHULUI HI | 426 | $16.9M | $3K |
