Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding LSV Value Equity Fund Mutual fund # in their Schedule of Assets, totaling $28.4M 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 | NAVY FEDERAL CREDIT UNION NAVY FEDERAL 401(K) SAVINGS PLAN | MERRIFIELD VA | 24,775 | $3.2B | $27.4M |
| 2 | THE NORWICH FREE ACADEMY RET PLAN OF THE NORWICH FREE ACADEMY STAFF IN PENTEGRA RET TRUST | NORWICH CT | 80 | $11.0M | $736K |
| 3 | RED RIVER COMMODITIES, INC. |
FARGO ND |
| 28 |
| $4.3M |
| $271K |
