Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Westwood Westwood Quality Small Cap in their Schedule of Assets, totaling $51.8M 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 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN | MINNEAPOLIS MN | 24,777 | $3.3B | $40.3M |
| 2 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES PENSION PLAN | MINNEAPOLIS MN | 4,357 | $644.1M | $4.6M |
| 3 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 403B PLAN FOR MNA EMPLOYEES |
MINNEAPOLIS MN |
| 4,784 |
| $454.8M |
| $4.5M |
| 4 | FAIRVIEW HEALTH SERVICES FAIRVIEW HEALTH SERVICES 401(K) PLAN | MINNEAPOLIS MN | 2,882 | $175.9M | $1.2M |
| 5 | EBENEZER SOCIETY EBENEZER SOCIETY 401(K) PROFIT-SHARING PLAN | EDINA MN | 4,870 | $64.4M | $564K |
| 6 | FAIRVIEW RANGE REGIONAL HEALTH SERVICES FAIRVIEW RANGE REGIONAL HEALTH SERVICES 403B PLAN | HIBBING MN | 1,084 | $82.9M | $343K |
| 7 | EBENEZER SOCIETY EBENEZER SOCIETY 403B THRIFT PLAN | EDINA MN | 1,626 | $17.7M | $293K |
