Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Keeley Small Cap Dividend Value Fund Mutual fund in their Schedule of Assets, totaling $84K 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 | PEDIATRIC ASSOCIATES, INC. PS PEDIATRIC ASSOCIATES, INC. P.S. 401(K) PROFIT SHARING PLAN AND TRUST | BELLEVUE WA | 333 | $69.5M | $82K |
| 2 | S.B.C.C., INC. SOUTH BAY CONSTRUCTION COMPANY 401(K) PROFIT SHARING PLAN | CAMPBELL CA | 68 | $15.2M | $2K |
