Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Hotchkis & Wiley in their Schedule of Assets, totaling $5.2M 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 | SANDOZ INC. SANDOZ PENSION PLAN | PRINCETON NJ | 156 | $145.4M | $3.0M |
| 2 | CHRISTIE'S INC. CHRISTIE'S INC. PENSION PLAN | NEW YORK NY | 49 | $40.4M | $1.3M |
| 3 | BEN HILL GRIFFIN INC BEN HILL GRIFFIN, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST AGREEMENT |
FROSTPROOF FL |
| 128 |
| $34.3M |
| $755K |
| 4 | ATKINS & PEARCE, INC. ATKINS & PEARCE RETIREMENT PLAN | COVINGTON KY | 73 | $11.9M | $126K |
| 5 | THE HOLE IN THE WALL GANG FUND, INC. THE HOLE IN THE WALL GANG FUND, INC. 403(B) DC PLAN | NEW HAVEN CT | 108 | $20.5M | $32K |
| 6 | CITADEL COMPLETIONS LLC CITADEL COMPLETIONS 401(K) PLAN | LAKE CHARLES LA | 194 | $7.3M | $4K |
