Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Hotchkis and Wiley High Yield I in their Schedule of Assets, totaling $2.5M 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 | SHUMAKER, LOOP AND KENDRICK, LLP SHUMAKER, LOOP AND KENDRICK RETIREMENT PLAN | TOLEDO OH | 503 | $287.0M | $2.1M |
| 2 | OMNIA PARTNERS, LLC OMNIA PARTNERS 401(K) PLAN | FRANKLIN TN | 351 | $36.8M | $358K |
| 3 | OXFORD BANK OXFORD BANK EMPLOYEES' RETIREMENT PLAN |
OXFORD MI |
| 140 |
| $8.5M |
| $45K |
