Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Boston Partners Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $212K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CL CRESSLER, INC. CENTRAL PENNSYLVANIA PHARMACY GROUP SAVINGS PLAN | MECHANICSBURG PA | 53 | $4.7M | $164K |
| 2 | PACIFIC SERVICE CREDIT UNION PACIFIC SERVICE CREDIT UNION 401(K) PLAN | CONCORD CA | 159 | $34.8M | $48K |