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 Common/collective trust in their Schedule of Assets, totaling $210.0M 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 | PACIFIC LIFE INSURANCE COMPANY PACIFIC LIFE INSURANCE COMPANY RETIREMENT INCENTIVE SAVINGS PLAN | NEWPORT BEACH CA | 3,436 | $1.8B | $102.4M |
| 2 | ASML US, LLC ASML US EMPLOYEES' SAVINGS AND RETIREMENT PLAN | CHANDLER AZ | 8,321 | $1.8B | $86.6M |
| 3 | API GROUP, INC. API GROUP, INC. 401(K) & PROFIT SHARING PLAN |
NEW BRIGHTON MN |
| 5,096 |
| $675.7M |
| $17.8M |
| 4 | API GROUP, INC. API GROUP, INC. SAFE HARBOR 401(K) & PROFIT SHARING PLAN | NEW BRIGHTON MN | 3,844 | $150.2M | $3.3M |