Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Heartland Funds Value Plus Fund in their Schedule of Assets, totaling $466K 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 | LGI SERVICES, LLC LGI SERVICES, LLC 403(B) PLAN | NEW YORK NY | 155 | $40.0M | $248K |
| 2 | WONGDOODY, INC. WONGDOODY, INC. 401(K) RETIREMENT SAVINGS PLAN | SEATTLE WA | 166 | $20.5M | $217K |
