Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Fundamental All Cap Core Fund* in their Schedule of Assets, totaling $846K 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 | LITTLE RIVER BAND OF OTTAWA INDIANS LITTLE RIVER BAND OF OTTAWA INDIANS 401K PROFIT SHARING PLAN & TRUST | MANISTEE MI | 190 | $8.8M | $226K |
| 2 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $167K |
| 3 | LYON GEAR & MACHINE, INC. |
ROCHESTER MI |
| 111 |
| $5.9M |
| $139K |
| 4 | NEW ENGLAND WIRE TECHNOLOGIES CORP. NEW ENGLAND WIRE TECHNOLOGIES CORP. 401(K) PLAN | LISBON NH | 404 | $30.7M | $99K |
| 5 | LAMPIRE BIOLOGICAL LABORATORIES,INC LAMPIRE BIOLOGICAL LABORATORIES, INC. 401(K) PLAN | PIPERSVILLE PA | 188 | $6.4M | $73K |
| 6 | PEN AIR CREDIT UNION PEN AIR CREDIT UNION 401(K) PLAN | PENSACOLA FL | 375 | $37.5M | $52K |
| 7 | ENGINEERED COOLING SERVICES, LLC ENGINEERED COOLING SERVICES, LLC 401(K) PLAN | PENSACOLA FL | 316 | $13.8M | $42K |
| 8 | DICK VAN DYKE INCORPORATED DICK VAN DYKE INCORPORATED 401(K) PROFIT SHARING RETIREMENT PLAN | SPRINGFIELD IL | 87 | $2.9M | $15K |
| 9 | THE INTERMED GROUP INTERMED PROFIT SHARING AND 401(K) PLAN | ALACHUA FL | 258 | $14.7M | $11K |
| 10 | ALMON, INC. ALMON, INC. 401(K) PLAN | WAUKESHA WI | 123 | $13.4M | $8K |
