Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Systematic Value in their Schedule of Assets, totaling $1.4M 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 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $522K |
| 2 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $312K |
| 3 | TRINITY HEALTH CORPORATION |
LIVONIA MI |
| 10,131 |
| $779.5M |
| $164K |
| 4 | UPMC WESTERN MARYLAND CORPORATION UPMC WESTERN MARYLAND 403(B) SAVINGS PLAN | CUMBERLAND MD | 1,293 | $81.6M | $107K |
| 5 | ADENA HEALTH SYSTEM ADENA HEALTH SYSTEM TAX DEFERRED ANNUITY/MATCHED SAVINGS PLAN | CHILLICOTHE OH | 4,838 | $240.5M | $76K |
| 6 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $69K |
| 7 | THE VARIABLE ANNUITY LIFE INSURANCE COMPANY VALIC AGENTS AND MANAGERS RETIREMENT PLAN | HOUSTON TX | 85 | $17.2M | $49K |
| 8 | HONORBRIDGE HONORBRIDGE RETIREMENT PLAN | GREENVILLE NC | 229 | $27.7M | $41K |
| 9 | ANMED HEALTH ANMED HEALTH RETIREMENT SAVINGS PLAN | ANDERSON SC | 3,869 | $237.0M | $19K |
| 10 | INSTITUTE FOR THE REDESIGN OF LEARNING INSTITUTE FOR THE REDESIGN OF LEARNING 403(B) PROFIT/GAIN SHARING PLAN | SOUTH PASADENA CA | 299 | $8.9M | $12K |
