Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Large Cap Value Fund in their Schedule of Assets, totaling $10.0M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FF PROPERTIES LP FAIRFIELD 401K PLAN | SAN DIEGO CA | 1,419 | $162.3M | $6.9M |
| 2 | VIEWSONIC CORPORATION VIEWSONIC CORPORATION 401(K) PLAN AND TRUST | BREA CA | 267 | $46.8M | $3.0M |
| 3 | KSL/MS MANAGEMENT, LLC KSL RESORTS 401(K) PLAN |
| 47 |
| $11.5M |
| $74K |
| 4 | RS UTILITY STRUCTURES INC. RS UTILITY STRUCTURES INC. 401(K) PLAN | ST. GEORGE UT | 298 | $2.6M | $10K |
