Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Minnesota Life Insurance Company Hotchkis & Wiley High Yield I in their Schedule of Assets, totaling $365K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MORRIS P. HEBERT, INC. MORRIS P. HEBERT, INC. 401(K) RETIREMENT PLAN PLAN AND TRUST | HOUMA LA | 115 | $18.4M | $153K |
| 2 | SOLE TECHNOLOGY, INC. SOLE TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN PLAN AND TRUST | LAKE FOREST CA | 9 | $11.6M | $136K |
| 3 | AL COPELAND INVESTMENTS, L.L.C. |
METAIRIE LA |
| 464 |
| $13.3M |
| $76K |
