Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding VALUE LINE MID CAP FOCUSED in their Schedule of Assets, totaling $1.5M 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 | BEEKLEY CORPORATION BEEKLEY CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | BRISTOL CT | 98 | $27.3M | $897K |
| 2 | STRATA PATHOLOGY SERVICES, INC. STRATA PATHOLOGY SERVICES, INC. 401(K) PLAN | LEXINGTON MA | 85 | $9.2M | $378K |
| 3 | BBR PARTNERS, LLC BBR PARTNERS, LLC RETIREMENT PLAN |
NEW YORK NY |
| 174 |
| $44.2M |
| $186K |
