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 Mutual Fund in their Schedule of Assets, totaling $2.0M 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 | BALON CORPORATION BALON CORPORATION 401(K) PLAN AND TRUST | OKLAHOMA CITY OK | 1,098 | $106.3M | $1.4M |
| 2 | EUTAW CONSTRUCTION COMPANY, INC. EUTAW CONSTRUCTION COMPANY, INC. 401(K) PLAN | ABERDEEN MS | 306 | $17.6M | $348K |
| 3 | HAAS OUTDOORS, INC. HAAS OUTDOORS, INC. PROFIT SHARING & 401(K) PLAN |
WEST POINT MS |
| 96 |
| $20.7M |
| $207K |
| 4 | BAKOTIC PATHOLOGY ASSOCIATES, LLC BAKOTIC PATHOLOGY ASSOCIATES, LLC 401(K) PROFIT SHARING PLAN AND TRUST | ALPHARETTA GA | 205 | $11.2M | $91K |
