Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding HEARTLAND VAL PLS IS Mutual fund - in their Schedule of Assets, totaling $7.0M 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 | WEST HERR FORD, INC. WEST HERR EMPLOYEES' RETIREMENT PLAN | BLASDELL NY | 3,152 | $176.7M | $6.9M |
| 2 | BOGUSH INC. BOGUSH/WALLINGTON PLUMBING 401(K) RETIREMENT SAVINGS PLAN | WALLINGTON NJ | 207 | $37.3M | $59K |
