Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Boston Partners Boston Partners Small Cap Value Fund II Institutional Class in their Schedule of Assets, totaling $33K 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 | INSTRUCTIONAL EMPOWERMENT INC INSTRUCTIONAL EMPOWERMENT INC 401(K) PROFIT SHARING PLAN & TRUST | BLAIRSVILLE PA | 114 | $4.5M | $33K |
