Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding FT Behav Sm-Cpeq R6 Mutual Fund in their Schedule of Assets, totaling $774K 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 | CLEO COMMUNICATIONS HOLDING, LLC CLEO COMMUNICATIONS HOLDING, LLC 401(K) PLAN | ROCKFORD IL | 267 | $30.5M | $461K |
| 2 | FEDITC LLC FEDITC LLC 401(K) PLAN | SAN ANTONIO TX | 1,470 | $14.5M | $271K |
| 3 | STOCK DEVELOPMENT ASSOCIATES, INC. STOCK DEVELOPMENT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN |
NAPLES FL |
| 599 |
| $27.3M |
| $42K |
