Hotchkis & Wiley High Yield Fund Class Z
Ticker HWHZX · Mutual fund · Share class: Class Z
Matched by tickerAll Hotchkis & Wiley 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
7
4 with $250K or more
Dollars held
$6.7M
69,855 of 69,862 plans with fund lines hold none
Median per plan
$293K
Share of their fund dollars
0.4%
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 |
|---|---|---|---|
| Hotchkis & Wiley High Yield Fund Class IHWHIX | Not stated | 29 | $49.8M |
| Class Z (this page)HWHZX | Low cost | 7 | $6.7M |
| Class AHWHAX | Retail / revenue sharing | 2 | $30K |
Plans adding and dropping it, 2024 to 2025
Added
1 plan
$293K 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 (1 plan)
| Plan | Year-end value |
|---|---|
| Thompson Thrift Retirement Plan$50M-$250M | $255K to $293K |
Stable value and insurance contract lines, renames and class changes are not counted.
Which plans hold Hotchkis & Wiley High Yield Fund Class Z
The largest 10 plans in each list.
| Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 1$656M plan · Cae USA, Inc., FL · Vanguard | $3.3M |
| Stinson LLP Retirement Plan$733M plan · Stinson LLP, MO · Vanguard | $2.7M |
| Cae USA, Inc. Savings, Investment & Employee Benefit Plan Number 2$116M plan · Cae USA, Inc, FL · Vanguard | $334K |
| Thompson Thrift Retirement Plan$59.9M plan · Thompson Thrift Construction, Inc., IN · Empower | $293K |
| NMC Group Retirement Plan$10.0M plan · NMC Company, OH · Empower | $53K |
| Gilligan Company 401(k) Profit Sharing Plan$8.5M plan · Gilligan Company, OH · Empower | $17K |
| Gerbers Poultry, LLC. 401(k) Profit Sharing Plan$6.7M plan · Gerbers Poultry, LLC., OH · Empower | $7K |
Plans whose filed schedule lists Hotchkis & Wiley High Yield Fund Class Z.
How the filings spell it
Show 4 names seen in the filings
- Hotchkis & Wiley High Yield
- Hotchkis & Wiley High Yield Z
- Hotchkis And Wiley High Yield
- Hotchkis and Wiley High Yield Fund Class Z