Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding LARGE CAP VALUE III R1 FUND in their Schedule of Assets, totaling $2.1M 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 | JCB, INC. JCB, INC. 401(K) RETIREMENT PLAN | POOLER GA | 976 | $48.5M | $1.9M |
| 2 | PILOT CORPORATION OF AMERICA PILOT PEN 401(K) PLAN | JACKSONVILLE FL | 260 | $13.1M | $209K |
