Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Westwood Income Opportunity Instl Mutual fund in their Schedule of Assets, totaling $618K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT TAX-SHELTERED ANNUITY PLAN | BOSTON MA | 918 | $43.5M | $398K |
| 2 | ACTION FOR BOSTON COMMUNITY DEVELOPMENT ACTION FOR BOSTON COMMUNITY DEVELOPMENT PENSION PLAN | BOSTON MA | 775 | $58.2M | $220K |
