Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dividend Value Mutual Fund in their Schedule of Assets, totaling $303K 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 | ST. VINCENT HOSPITAL CHRISTUS ST. VINCENT RETIREMENT PLAN | SANTA FE NM | 2,361 | $176.9M | $237K |
| 2 | BEHAVIORAL HEALTH RESOURCES BEHAVIORAL HEALTH RESOURCES RETIREMENT PLAN | OLYMPIA WA | 141 | $5.6M | $42K |
| 3 | MERCER UNIVERSITY MERCER UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN |
MACON GA |
| 1,938 |
| $558.7M |
| $25K |
