Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Heartland Heartland Value Plus in their Schedule of Assets, totaling $118K 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 | R BANK TEXAS R BANK TEXAS 401(K) PLAN | ROUND ROCK TX | 160 | $7.1M | $73K |
| 2 | BMT AEROSPACE USA, INC. BMT AEROSPACE USA, INC. EMPLOYEE'S 401(K) PLAN | FRASER MI | 153 | $13.2M | $45K |
