Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Boston Partners Global Investors, Inc. BP All Cap Value Fund Institutional Class in their Schedule of Assets, totaling $34.8M 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 | ACE HARDWARE CORPORATION ACE HARDWARE CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN | OAK BROOK IL | 6,953 | $1.2B | $33.0M |
| 2 | ACE WHOLESALE HOLDINGS LLC ACE RETIREMENT SAVINGS PLAN | OAK BROOK IL | 171 | $20.0M | $890K |
| 3 | ACE HARDWARE CORPORATION ACE RETIREMENT SAVINGS PLAN |
OAK BROOK IL |
| 1,040 |
| $51.0M |
| $883K |
