Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Hotchkis & Wiley Hotchkis & Wiley Small Cap Diversified Fund in their Schedule of Assets, totaling $29.5M 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 | GRANT THORNTON LLP GRANT THORNTON LLP EMPLOYEES' RETIREMENT PLAN | CHICAGO IL | 6,995 | $475.5M | $16.7M |
| 2 | GRANT THORNTON ADVISORS LLC GRANT THORNTON ADVISORS LLC EMPLOYEES' RETIREMENT PLAN | CHICAGO IL | 6,873 | $528.1M | $12.8M |
