Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding LSV Value Equity Fund Mutual Fund N/A N/A N/A in their Schedule of Assets, totaling $31.3M 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 | BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN MEBA PENSION TRUST-DEFINED BENEFIT PLAN | BALTIMORE MD | 2,436 | $927.6M | $31.3M |
