Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Hotchkis & Wiley Hotchkis & Wiley High Yield I - in their Schedule of Assets, totaling $1.7M 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 | WESTERN NEPHROLOGY & METABOLIC BONE DISEASE, P.C. WESTERN NEPHROLOGY AND METABOLIC BONE DISEASE, P.C. EMPLOYEE PROFIT-SHARING PLAN AND TRUST | WHEAT RIDGE CO | 103 | $32.6M | $821K |
| 2 | OPEN SOCIETY INSTITUTE OPEN SOCIETY INSTITUTE RETIREMENT PLAN | NEW YORK NY | 278 | $230.0M | $480K |
| 3 | FRONTWAVE CREDIT UNION |
OCEANSIDE CA |
| 245 |
| $28.4M |
| $270K |
| 4 | CHILDREN'S SPECIALSTS OF SAN DIEGO, AMG, INC. CHILDREN'S SPECIALISTS OF SAN DIEGO, AMG, INC. PROFIT SHARING PLAN | SAN DIEGO CA | 138 | $45.3M | $152K |
