Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Fundamental Large Cap Value Pooled separate accounts in their Schedule of Assets, totaling $81K 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 | EARLY LEARNING COALITION OF MIAMI-DADE/MONROE EARLY LEARNING COALITION OF MIAMI DADE-MONROE RETIREMENT PLAN & TRUST | CORAL GABLES FL | 293 | $14.5M | $50K |
| 2 | ASPEN PRODUCTS, INC. ASPEN PRODUCTS, INC. 401(K) PLAN | KANSAS CITY MO | 557 | $21.4M | $31K |
