Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Smead Value Fund Class Y Mutual fund in their Schedule of Assets, totaling $4.7M 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 | OB-GYN ASSOCIATES, P.C. OB-GYN ASSOCIATES, P.C. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 106 | $33.5M | $3.5M |
| 2 | WATKINS, WARD & STAFFORD, PLLC WATKINS, WARD & STAFFORD, PLLC 401(K) SALARY SAVINGS PLAN | WEST POINT MS | 133 | $25.0M | $580K |
| 3 | AUTO PARTS MANUFACTURING MISSISSIPPI |
GUNTOWN MS |
| 483 |
| $11.7M |
| $324K |
| 4 | EUTAW CONSTRUCTION COMPANY, INC. EUTAW CONSTRUCTION COMPANY, INC. 401(K) PLAN | ABERDEEN MS | 306 | $17.6M | $234K |
| 5 | D & H COMPANY D & H COMPANY 401(K) PLAN | TUPELO MS | 556 | $4.2M | $76K |
| 6 | BAKOTIC PATHOLOGY ASSOCIATES, LLC BAKOTIC PATHOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ALPHARETTA GA | 205 | $11.2M | $4K |
