Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Fundamental Large Cap Value* in their Schedule of Assets, totaling $5.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BLAUER MANUFACTURING CO., INC. BLAUER MANUFACTURING CO., INC. 401K RETIREMENT PLAN | BOSTON MA | 271 | $32.9M | $2.3M |
| 2 | MULLER ENGINEERING COMPANY, INC. MULLER ENGINEERING COMPANY, INC. 401(K) PLAN | LAKEWOOD CO | 140 | $43.7M | $2.0M |
| 3 | MOORE & GILES MOORE & GILES 401(K) PROFIT SHARING P&T |
FOREST VA |
| 118 |
| $18.2M |
| $348K |
| 4 | TONIX PHARMACEUTICALS HOLDING CORP. TONIX PHARMACEUTICALS HOLDING CORP. 401(K) PLAN | CHATHAM NJ | 65 | $13.7M | $217K |
| 5 | AYLSTOCK, WITKIN, KREIS & OVERHOLTZ, P.L.C. AYLSTOCK, WITKIN, KREIS, & OVERHOLTZ, PLC 401(K) PROFIT SHARING PLAN | PENSACOLA FL | 234 | $20.7M | $209K |
| 6 | ARISTON USA, LLC ARISTON USA, LLC PROFIT SHARING PLAN | NEW BEDFORD MA | 148 | $13.0M | $154K |
| 7 | NEW ENGLAND WIRE TECHNOLOGIES CORP. NEW ENGLAND WIRE TECHNOLOGIES CORP. 401(K) PLAN | LISBON NH | 404 | $30.7M | $150K |
| 8 | LYON GEAR & MACHINE, INC. LYON GEAR & MACHINE, INC. PROFIT SHARING PLAN AND TRUST | ROCHESTER MI | 111 | $5.9M | $77K |
| 9 | LONGCHAMP USA LONGCHAMP 401(K)PLAN | ROBBINSVILLE NJ | 160 | $10.0M | $42K |
| 10 | LITTLE RIVER BAND OF OTTAWA INDIANS LITTLE RIVER BAND OF OTTAWA INDIANS 401K PROFIT SHARING PLAN & TRUST | MANISTEE MI | 190 | $8.8M | $35K |
