Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Heartland Value Plus Fund Institutional Class Registered investment company in their Schedule of Assets, totaling $34K 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 | ORTHO MOLECULAR PRODUCTS, INC. ORTHO MOLECULAR PRODUCTS, INC. 401(K) PLAN | LAKE BARRINGTON IL | 438 | $35.7M | $34K |
