Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Hotchkis & Wiley Small Cap in their Schedule of Assets, totaling $6.1M 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 | UL LLC THE RETIREMENT INCOME PLAN FOR EMPLOYEES OF UL LLC | NORTHBROOK IL | 679 | $261.7M | $5.8M |
| 2 | SOUTHERN BANK AND TRUST COMPANY SOUTHERN BANK AND TRUST COMPANY PENSION PLAN | MOUNT OLIVE NC | 141 | $90.7M | $237K |
