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Fundamental Large CAP Value
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 327 retirement plans report an interest in this investment, totaling $37.8M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
327
Reported interest (EOY)
$37.8M
Data source
DOL Form 5500 · Schedule D
Plans holding Fundamental Large CAP Valueranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PLAN FIDUCIARY SERVICES, INC. THE PLATINUM 401(K) RETIREMENT SAVINGS PLAN | CLEARWATER FL | 10,921 | $89.5M | $2.4M |
| 2 | BLAUER MANUFACTURING CO., INC. BLAUER MANUFACTURING CO., INC. 401K RETIREMENT PLAN | BOSTON MA | 271 | $32.9M | $2.3M |
| 3 | MULLER ENGINEERING COMPANY, INC. MULLER ENGINEERING COMPANY, INC. 401(K) PLAN | LAKEWOOD CO | 140 | $43.7M | $2.0M |
| 4 | OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY 401(K) PROFIT SHARING PLAN | SPRINGFIELD MO | 514 | $44.1M | $1.5M |
| 5 | HERTRICH FAMILY OF AUTOMOBILE DEALERS HERTRICH FAMILY OF AUTOMOBILE DEALERS 401 (K) PLAN | SEAFORD DE | 915 | $41.8M | $1.4M |
| 6 | ZACKS INVESTMENT RESEARCH, INC. ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN | CHICAGO IL | 285 | $38.3M | $998K |
| 7 | ROCKBRIDGE CAPITAL, LLC ROCKBRIDGE CAPITAL LLC 401K PLAN | COLUMBUS OH | 114 | $35.9M | $936K |
| 8 | MARQUETTE TRANSPORTATION COMPANY, LLC MARQUETTE TRANSPORTATION COMPANY 401(K) PLAN | PADUCAH KY | 1,390 | $94.0M | $723K |
| 9 | SECRETARIAT ADVISORS LLC SECRETARIAT ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST | ATLANTA GA | 363 | $36.5M | $720K |
| 10 | WEST WICHITA FAMILY PHYSICIANS, P.A. WEST WICHITA FAMILY PHYSICIANS, P.A. PROFIT SHARING PLAN AND 401(K) | WICHITA KS | 193 | $75.0M | $697K |
See all 327 plans holding Fundamental Large CAP Value
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