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 Value Fund Class I in their Schedule of Assets, totaling $6.9M 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 | WILSON SPORTING GOODS CO. AMER SPORTS U.S. 401(K) PLAN | CHICAGO IL | 2,313 | $195.5M | $4.7M |
| 2 | DLA PIPER LLP US DLA PIPER LLP (US) CASH BALANCE PLAN FOR PARTNERS | BALTIMORE MD | 638 | $184.2M | $2.2M |
