Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Heartland Advisors Heartland Value Plus Fund in their Schedule of Assets, totaling $201K 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 | OPEN DOOR FAMILY MEDICAL CENTER, INC. ODFMC, INC. 401(K) PLAN | OSSINING NY | 535 | $37.9M | $190K |
| 2 | AUTOMATED FINANCIAL SYSTEMS, INC. AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN | EXTON PA | 285 | $85.1M | $11K |
