Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Hotchkis and Wiley Small Cap Value Investment Fund Mutual Fund X in their Schedule of Assets, totaling $5.4M 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 | KPMG LLP C/O TOTAL REWARDS DEPT KPMG PERSONAL ACCOUNT FOR RETIREMENT | MONTVALE NJ | 373 | $272.1M | $5.4M |
