Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Westwood SmallCap Ultra in their Schedule of Assets, totaling $14.3M 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 | PARK NICOLLET HEALTH SERVICES PARK NICOLLET HEALTH SERVICES 401K RETIREMENT SAVINGS PLAN | ST. LOUIS PARK MN | 8,313 | $2.2B | $10.5M |
| 2 | REGIONS HOSPITAL REGIONS HOSPITAL 403(B) PLAN | ST. PAUL MN | 2,441 | $188.5M | $2.2M |
| 3 | PARK NICOLLET HEALTH SERVICES PARK NICOLLET HEALTH SERVICES 403(B) RETIREMENT SAVINGS PLAN |
ST. LOUIS PARK MN |
| 1,927 |
| $200.1M |
| $931K |
| 4 | HUDSON HOSPITAL HUDSON HOSPITAL, INC. 403(B) PLAN | MINNEAPOLIS MN | 448 | $33.6M | $628K |
| 5 | HEALTHPARTNERS SERVICES, INC. HEALTHPARTNERS SERVICES, INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 280 | $28.4M | $45K |
