Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Fundamental Large Cap Value Mutual Fund in their Schedule of Assets, totaling $231K 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 | POINTE GROUP CARE, LLC POINTE GROUP CARE 401(K) PLAN | STOUGHTON MA | 1,246 | $23.6M | $145K |
| 2 | INDEPENDENT OPTIONS, INC. INDEPENDENT OPTIONS, INC. PROFIT SHARING 401(K) PLAN | CORONA CA | 366 | $8.0M | $74K |
| 3 | THOMASVILLE NATIONAL BANK THOMASVILLE NATIONAL BANK 401(K) PROFIT SHARING PLAN |
THOMASVILLE GA |
| 127 |
| $33.4M |
| $13K |
