Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Haw Small Cp Diversified Val I Shares of registered investment companies in their Schedule of Assets, totaling $205K 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 | EDUCATION NORTHWEST EDUCATION NORTHWEST DEFINED CONTRIBUTION PLAN | PORTLAND OR | 77 | $70.5M | $205K |
