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 Mutual Fund in their Schedule of Assets, totaling $3.4M 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 | BEELMAN TRUCK COMPANY BEELMAN 401K PROFIT SHARING PLAN AND TRUST | EAST ST. LOUIS IL | 963 | $45.1M | $1.6M |
| 2 | BERNSTEIN MANAGEMENT CORPORATION BERNSTEIN MANAGEMENT CORPORATION EMPLOYEE 401(K) PLAN | WASHINGTON DC | 229 | $37.9M | $1.2M |
| 3 | SYSTEMS CONNECTION OF MARYLAND, INC. |
SAVAGE MD |
| 75 |
| $5.1M |
| $504K |