Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Robeco Boston Partners Mid Cap Value Pooled separate account in their Schedule of Assets, totaling $10.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MEAD & HUNT, INC. MEAD & HUNT, INC. 401(K) SAVINGS PLAN | MIDDLETON WI | 1,387 | $236.6M | $6.6M |
| 2 | BUFFALO MEDICAL GROUP P.C. BUFFALO MEDICAL GROUP, P.C. 401K PROFIT SHARING AND PENSION PLAN | BUFFALO NY | 977 | $217.9M | $3.4M |
| 3 | SURVEYING SOLUTIONS, INC. SURVEYING SOLUTIONS, INC. 401(K) PLAN |
STANDISH MI |
| 107 |
| $16.3M |
| $304K |