Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Boston Partners All-Cap Value Fund - in their Schedule of Assets, totaling $8.7M 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 | CONSTRUCTION RESOURCES MANAGEMENT, INC. WALBEC GROUP RETIREMENT PLAN | WAUKESHA WI | 744 | $180.5M | $8.5M |
| 2 | DUNWOODY COLLEGE OF TECHNOLOGY DUNWOODY COLLEGE OF TECHNOLOGY EMPLOYEES' SAVINGS PLAN | MINNEAPOLIS MN | 331 | $23.3M | $189K |
| 3 | THE GUARDIAN FOUNDATION, INC. |
OOLTEWAH TN |
| 1,642 |
| $33.0M |
| $12K |
