Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Value Line Mid Cap Focused Institutional Mutual fund - in their Schedule of Assets, totaling $2.4M 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 | JM SEARCH & COMPANY, INC. JM SEARCH & COMPANY, INC. 401(K) PROFIT SHARING PLAN | KING OF PRUSSIA PA | 194 | $40.7M | $1.2M |
| 2 | BEACHNER CONSTRUCTION COMPANY, INC. BEACHNER EMPLOYEES SAVINGS AND RETIREMENT PLAN | ST. PAUL KS | 275 | $20.0M | $787K |
| 3 | BOLEY CENTERS, INC. |
PINELLAS PARK FL |
| 202 |
| $7.1M |
| $310K |
| 4 | OPERATION PAR, INC. OPERATION PAR 401(K) SAVINGS PLAN | PINELLAS PARK FL | 382 | $12.2M | $24K |
