Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding FT BEHAV SM-CPEQ R6 in their Schedule of Assets, totaling $4.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MOVADO GROUP, INC. MOVADO GROUP, INC. SAVINGS AND INVESTMENT PLAN | PARAMUS NJ | 973 | $112.4M | $2.7M |
| 2 | COLOR INTERMEDIATE, LLC COLOR INTERMEDIATE 401(K) SAVINGS PLAN | NEWTOWN SQUARE PA | 355 | $52.3M | $990K |
| 3 | OPTORO, INC. OPTORO, INC. 401(K) PROFIT SHARING PLAN & TRUST |
WASHINGTON DC |
| 103 |
| $17.3M |
| $439K |
| 4 | ATLANTIC VISION PARTNERS LLC ATLANTIC VISION PARTNERS LLC RETIREMENT PLAN | RICHMOND VA | 477 | $10.5M | $136K |