Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Pzena Emerging Markets Value in their Schedule of Assets, totaling $1.2M 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 | OXFORD FINANCIAL GROUP, LTD. OXFORD FINANCIAL GROUP, LTD. PROFIT SHARING PLAN | CARMEL IN | 181 | $49.1M | $933K |
| 2 | MIAMI VALLEY CHILD DEVELOPMENT CENTERS, INC. MIAMI VALLEY CHILD DEVELOPMENT CENTERS, INC. 401(K) PLAN | DAYTON OH | 395 | $29.1M | $245K |
