Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Westwood Quality Small Cap Fund in their Schedule of Assets, totaling $10.2M 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 | ROPER ST. FRANCIS HEALTHCARE ROPER ST. FRANCIS HEALTHCARE 403(B) PLAN | CHARLESTON SC | 6,783 | $664.5M | $3.7M |
| 2 | THE IMAGINE GROUP THE IMAGINE GROUP 401(K) SAVINGS PLAN | SHAKOPEE MN | 1,342 | $116.4M | $3.3M |
| 3 | ELMA ELECTRONIC INC. ELMA ELECTRONIC INC. SAVINGS PLAN |
FREMONT CA |
| 302 |
| $64.5M |
| $3.2M |
