Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Heartland Value Plus Fund in their Schedule of Assets, totaling $9.7M 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 | NISOURCE INC. NISOURCE POST-65 RETIREE MEDICAL PLAN | MERRILLVILLE IN | 0 | $126.6M | $5.3M |
| 2 | NISOURCE INC. NISOURCE LIFE AND MEDICAL BENEFITS PROGRAM | MERRILLVILLE IN | 7,725 | $154.7M | $4.4M |
| 3 | WOLVERINE FUELS, LLC WOLVERINE FUELS HOLDING, LLC 401(K) PLAN |
SANDY UT |
| 930 |
| $89.1M |
| $26K |
