Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Large Cap Value R1 Fund in their Schedule of Assets, totaling $26.5M 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 | WARD TRANSPORT & LOGISTICS CORP. WARD TRANSPORT & LOGISTICS CORP. 401(K) PROFIT SHARING PLAN | ALTOONA PA | 1,600 | $87.6M | $11.1M |
| 2 | TRI-COUNTIES BANK TRI-COUNTIES BANK 401(K) PLAN | CHICO CA | 1,163 | $83.1M | $2.9M |
| 3 | BABYLIST, INC. BABYLIST 401(K) PLAN |
EMERYVILLE CA |
| 297 |
| $16.2M |
| $2.9M |
| 4 | 3E COMPANY ENVIRONMENTAL, ECOLOGICAL AND ENGINEERING 3E RETIREMENT SAVINGS PLAN | CARLSBAD CA | 307 | $31.0M | $2.0M |
| 5 | THE RETIREMENT ADVANTAGE THE RETIREMENT ADVANTAGE, INC. 401K PLAN | APPLETON WI | 174 | $17.2M | $1.7M |
| 6 | BELLISIO FOODS, INC. BELLISIO FOODS, INC. RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 352 | $46.7M | $1.6M |
| 7 | JENKINS SERVICES, INC. JENKINS SERVICES, INC. 401(K) PLAN | CHANTILLY VA | 415 | $15.1M | $1.3M |
| 8 | P97 NETWORKS, LLC P97 NETWORKS 401(K) PLAN | HOUSTON TX | 123 | $9.6M | $974K |
| 9 | CANAL STREET BREWING CO. LLC DBA FOUNDERS BREWING COMPANY FOUNDERS BREWING COMPANY 401(K) PROFIT SHARING PLAN | GRAND RAPIDS MI | 472 | $38.1M | $652K |
| 10 | CABELL HUNTINGTON HOSPITAL, INC. CABELL HUNTINGTON HOSPITAL, INC. NON-BARGAINING 401(K) RETIREMENT PLAN | HUNTINGTON WV | 2,195 | $125.1M | $441K |
