Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding LSV International Concentrated Value in their Schedule of Assets, totaling $4.6M 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 | TRUSTEES OF IBEW LOCAL 531 & NECA PENSION PLAN IBEW LOCAL 531 & NECA PENSION PLAN | INDIANAPOLIS IN | 614 | $120.4M | $4.6M |