Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Disciplined Value in their Schedule of Assets, totaling $1.0M 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 | BEARINGS & DRIVES UNLIMITED, INC. BEARING & DRIVE SOLUTION 401(K) RETIREMENT PLAN | SOUDERTON PA | 255 | $28.1M | $940K |
| 2 | THE IMPACT PARTNERSHIP, LLC THE IMPACT PARTNERSHIP, LLC 401(K) PROFIT SHARING PLAN | KENNESAW GA | 110 | $5.9M | $94K |
