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 R1 in their Schedule of Assets, totaling $1.5M 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 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $1.0M |
| 2 | LIGHTHOUSE HR SERVICES, LLC LIGHTHOUSE HR SERVICES,LLC 401(K) PLAN | TAMPA FL | 260 | $14.6M | $451K |
| 3 | HEARTH MANAGEMENT, LLC HEARTH MANAGEMENT, LLC RETIREMENT PLAN |
BINGHAMTON NY |
| 153 |
| $4.4M |
| $36K |
