Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Global Equity Fund LSV Global Value in their Schedule of Assets, totaling $24.2M 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 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION TAX DEFERRED INVESTMENT PLAN A * | AUSTIN MN | 4,987 | $1.2B | $15.5M |
| 2 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION JOINT EARNINGS PROFIT SHARING TRUST | AUSTIN MN | 4,249 | $424.3M | $4.2M |
| 3 | JENNIE-O TURKEY STORE, INC. |
WILLMAR MN |
| 4,996 |
| $274.5M |
| $2.0M |
| 4 | HORMEL FOODS CORPORATION HORMEL FOODS CORPORATION TAX DEFERRED INVESTMENT PLAN B | AUSTIN MN | 3,221 | $191.6M | $1.5M |
| 5 | ROCHELLE FOODS, LLC CAPITAL ACCUMULATION PLAN | ROCHELLE IL | 5,132 | $187.0M | $1.1M |
