Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Hotchkis & Wiley Small Cap Diversified Value Fund Class I in their Schedule of Assets, totaling $3.2M 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 | ELBIT SYSTEMS OF AMERICA, LLC ELBIT SYSTEMS OF AMERICA PENSION PLAN FOR EMPLOYEES IN THE NIGHT VISION BARGAINING UNIT | FORT WORTH TX | 220 | $83.0M | $1.4M |
| 2 | GIBSON BRANDS, INC. GIBSON BRANDS, INC. 401(K) PLAN | NASHVILLE TN | 1,254 | $53.5M | $1.3M |
| 3 | WATERS TECHNOLOGIES CORPORATION |
MILFORD MA |
| 665 |
| $19.8M |
| $473K |
