Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Hotchkis & Wiley Small Cap Diversified Value Fund in their Schedule of Assets, totaling $5.6M 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 | ALLIANCE COAL, LLC ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES | TULSA OK | 237 | $101.4M | $2.8M |
| 2 | ROOSEVELT UNIVERSITY ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS | CHICAGO IL | 392 | $84.0M | $1.9M |
| 3 | MARIN ACADEMY |
SAN RAFAEL CA |
| 128 |
| $50.2M |
| $357K |
| 4 | HOLLISTER-WHITNEY ELEVATOR CO. LLC PENSION PLAN FOR HOLLISTER-WHITNEY ELEVATOR CORPORATION UNION EMPLOYEES | QUINCY IL | 177 | $11.0M | $245K |
| 5 | IGM RESINS USA INC. IGM RESINS CHARLOTTE, INC. RETIREMENT PLAN | — | 0 | $11.5M | $214K |
| 6 | SAN DOMENICO SCHOOL SAN DOMENICO SCHOOL 403(B) RETIREMENT PLAN | SAN ANSELMO CA | 160 | $34.9M | $81K |
