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 Value in their Schedule of Assets, totaling $213K 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 | AMERICAN BOARD OF INTERNAL MEDICINE AMERICAN BOARD OF INTERNAL MEDICINE RETIREMENT PLAN | PHILADELPHIA PA | 269 | $60.5M | $211K |
| 2 | KISMET PEO, LLC KISMET PEO 401(K) PLAN | SHARON PA | 131 | $13.8M | $2K |
