Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Large Cap Value Fund R1 Collective Trust in their Schedule of Assets, totaling $1.1M 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 | WRIGHT-PIERCE WRIGHT-PIERCE EMPLOYEES SECTION 401(K) PROFIT SHARING PLAN | TOPSHAM ME | 342 | $76.9M | $1.1M |
| 2 | BLUEBIRD MEDICAL ENTERPRISES LLC DBA ALLEGIANCE MOBILE HEALTH ALLEGIANCE MOBILE HEALTH 401(K) PLAN | CORPUS CHRISTI TX | 1,038 | $8.0M | $21K |
