Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Boston Partners Small Cap Value Fund in their Schedule of Assets, totaling $1.7M 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 | DENTONS COHEN & GRIGSBY, P.C. DENTONS COHEN & GRIGSBY P.C. PENSION PLAN | PITTSBURGH PA | 138 | $150.7M | $1.4M |
| 2 | AMERICAN NATIONAL BANK & TRUST COMPANY AMERICAN NATIONAL BANK & TRUST COMPANY EMPLOYEES' SAVINGS PLAN | DANVILLE VA | 334 | $32.1M | $243K |
| 3 | GERRESHEIMER GLASS INC. |
VINELAND NJ |
| 18 |
| $3.7M |
| $65K |