Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Westwood Small Cap Ultra in their Schedule of Assets, totaling $26.7M 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 | GROUP HEALTH PLAN, INC. GROUP HEALTH PLAN, INC. 401(K) PLAN | MINNEAPOLIS MN | 8,008 | $2.6B | $22.5M |
| 2 | REGIONS HOSPITAL REGIONS HOSPITAL RETIREMENT SAVINGS 401(K) PLAN | ST. PAUL MN | 6,312 | $602.0M | $2.0M |
| 3 | WESTFIELDS HOSPITAL WESTFIELDS HOSPITAL EMPLOYEE RETIREMENT PLAN |
MINNEAPOLIS MN |
| 438 |
| $40.8M |
| $2.0M |
| 4 | AMERY REGIONAL MEDICAL CENTER AMERY HOSPITAL & CLINIC 403(B)PLAN | MINNEAPOLIS MN | 410 | $34.0M | $193K |
