Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding LSV Value Equity Fund in their Schedule of Assets, totaling $45.5M 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 | INTERNATIONAL UNION OF PAINTERS & ALLIED TRADES DC NO. 21 ANNUITY FUND INTERNATIONAL UNION OF PAINTERS AND ALLIED TRADES DISTRICT COUNCIL NO. 21 ANNUITY FUND | PHILADELPHIA PA | 4,931 | $200.3M | $19.4M |
| 2 | NEW YORK COMMUNITY BANCORP, INC. THE RETIREMENT PLAN OF NEW YORK COMMUNITY BANCORP, INC. | HICKSVILLE NY | 234 | $254.6M | $13.8M |
| 3 |
ST LOUIS MO |
| 3,835 |
| $105.2M |
| $8.7M |
| 4 | THE PHILHARMONIC-SYMPHONY SOCIETY OF NEW YORK, INC. THE NEW YORK PHILHARMONIC ORCHESTRA PENSION PLAN | NEW YORK NY | 92 | $64.2M | $3.2M |
| 5 | MERCHANTS & MARINE BANK MERCHANTS & MARINE BANK PENSION PLAN | PASCAGOULA MS | 16 | $13.2M | $307K |
| 6 | BOARD OF TRUSTEES IRONWORKERS LU NO 55 PROFIT SHARING IRONWORKERS LOCAL NO 55 PROFIT SHARING ANNUITY PLAN AND TRUST FUND | HOLLAND OH | 696 | $68.0M | $16K |
