Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Boston Partners Large Cap Value Equity Fund in their Schedule of Assets, totaling $110.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NORTHWESTERN MEMORIAL HEALTHCARE NORTHWESTERN MEMORIAL EMPLOYEE 401(K) PRE-TAX SAVINGS PLAN | CHICAGO IL | 38,348 | $5.4B | $72.1M |
| 2 | CENTRACARE HEALTH SYSTEM CENTRACARE HEALTH SYSTEM RETIREMENT PLAN | SAINT CLOUD MN | 11,676 | $1.2B | $27.0M |
| 3 | FAIRVIEW HEALTH SERVICES |
GRAND RAPIDS MN |
| 828 |
| $114.0M |
| $8.0M |
| 4 | COMMUNITYAMERICA CREDIT UNION COMMUNITYAMERICA CREDIT UNION 401(K) SAVINGS PLAN | LENEXA KS | 1,067 | $577.8M | $3.3M |