Boston Partners Small Cap Value Fund II Institutional
Ticker BPSIX · CUSIP 749255345 · Mutual fund · Share class: Class InstlLow cost
Matched by tickerAll Boston Partners fundsSearch the plans that hold it
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Filings through .
Plans holding
22
9 with $250K or more
Dollars held
$46.9M
69,840 of 69,862 plans with fund lines hold none
Median per plan
$172K
Share of their fund dollars
0.7%
Same fund, other share classes
2 plans hold a costlier class of this fund than the cheapest class held in the data.
| Class | Cost tier | Plans | Dollars |
|---|---|---|---|
| Class Instl (this page)BPSIX | Low cost | 22 | $46.9M |
| Class InvestorBPSCX | Mid cost | 2 | $1.7M |
| Class R6BPSRX | Low cost | 1 | $270K |
Plans adding and dropping it, 2024 to 2025
Added
6 plans
$31.9M at year-end 2025
Dropped
0 plans
$0 at year-end 2024
Moved in
0 plans
from another class or vehicle
Moved out
0 plans
to another class or vehicle
Plans that added it in 2025 (6 plans)
| Plan | Year-end value |
|---|---|
| Constellation Brands, Inc. 401(k) and Profit Sharing PlanOver $1B | $30.1M to $23.8M |
| Moore & Van Allen PLLC 401(k) PS Plan$250M-$1B | $5.3M to $4.7M |
| Pedernales Electric Cooperative Inc. Employees 401(k) Savings Plan$50M-$250M | $1.7M to $1.8M |
| Bentley University Retirement Plan$250M-$1B | $1.2M |
| Harvey Companies Profit Sharing Plan$5M-$50M | $291K to $252K |
See all 6 plans (6 changes) with Pro. Pro names every plan, with dollars and dates.
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Boston Partners Small Cap Value Fund II Institutional
The largest 10 plans in each list.
| Constellation Brands, Inc. 401(k) and Profit Sharing Plan$1.15B plan · Constellation Brands, Inc., NY · Empower | $23.8M |
| Intelsat 401(k) Retirement Savings Plan$628M plan · Intelsat US LLC, VA · T. Rowe Price | $6.7M |
| Moore & Van Allen PLLC 401(k) PS Plan$444M plan · Moore & Van Allen PLLC, NC · Newport Group | $4.7M |
| Howard Hughes Medical Institute Retirement Savings Plan$2.18B plan · Howard Hughes Medical Institute, MD · TIAA (Nuveen) | $4.1M |
| Noble Services Company LLC 401(k) Plan$767M plan · Noble Services Company LLC, TX · Fidelity (FMR) | $2.9M |
| Pedernales Electric Cooperative Inc. Employees 401(k) Savings Plan$233M plan · Pedernales Electric Cooperative, Inc., TX · Milliman | $1.8M |
| Bentley University Retirement Plan$562M plan · Bentley University, MA · Fidelity (FMR) | $1.2M |
| RDH Building Science 401(k) Retirement Plan$14.8M plan · RDH Building Science, Inc., WA · Vanguard | $274K |
| Dropbox 401(k) Plan$660M plan · Dropbox, Inc., CA · Vanguard | $255K |
| Harvey Companies Profit Sharing Plan$27.8M plan · Tidewater Transit Company, Inc., NC · Principal | $252K |
Plans whose filed schedule lists Boston Partners Small Cap Value Fund II Institutional.
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How the filings spell it
Show 4 names seen in the filings
- Boston Partners Small Cap Value Fund II Institutional Class
- Boston Partners Small Cap Value II
- Boston Partners Small Cap Value II I
- Boston Partners Small Cap Value II Instl