Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Large Cap Value Fund Fee Class R1 Common/Collective Trust 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | UNION HOME MORTGAGE CORPORATION UNION HOME MORTGAGE CORPORATION 401(K) PLAN | STRONGSVILLE OH | 1,712 | $94.9M | $3.8M |
| 2 | PROTECTIVE INDUSTRIAL PRODUCTS, INC. PIP 401(K) RETIREMENT PLAN | LATHAM NY | 979 | $48.2M | $1.5M |
| 3 | HAZEL HEALTH, INC. HAZEL HEALTH, INC. 401(K) PLAN |
IRVING TX |
| 265 |
| $10.7M |
| $224K |