Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Heartland Mid Cap Value Fund Mutual fund in their Schedule of Assets, totaling $492K 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 | NEUROPACE, INC. NEUROPACE, INC. 401(K) PLAN | MOUNTAIN VIEW CA | 185 | $39.7M | $388K |
| 2 | SHUR-CO, LLC SHUR-CO, LLC 401(K) PLAN | YANKTON SD | 400 | $21.7M | $100K |
| 3 | INTERFACE CHILDREN & FAMILY SERVICES INTERFACE CHILDREN & FAMILY SERVICES 401(K) PLAN |
CAMARILLO CA |
| 156 |
| $3.6M |
| $4K |
