Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Heartland Mid Cap Value Fund; Institutional Class Shares of registered investment company in their Schedule of Assets, totaling $898K 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 | TASI TEST & AUTOMATION HOLDINGS, INC. TASI TEST & AUTOMATION 401(K) PLAN | HARRISON OH | 0 | $84.2M | $456K |
| 2 | FLOW CONTROL ENTERPRISES, INC. FLOW CONTROL ENTERPRISES, INC. 401(K) PLAN | LARGO FL | 711 | $72.4M | $441K |
