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 I - in their Schedule of Assets, totaling $436K 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 | EMERY & SONS CONSTRUCTION GROUP, LLC EMERY & SONS CONSTRUCTION GROUP, LLC RETIREMENT AND SAVINGS PLAN | SALEM OR | 220 | $32.6M | $291K |
| 2 | K & E EXCAVATING INCORPORATED K & E EXCAVATING INCORPORATED 401(K) PLAN & TRUST | SALEM OR | 291 | $24.7M | $145K |
