Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mid Cap Value Fund R1 " in their Schedule of Assets, totaling $420K 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 | JACOBSEN/DANIELS ASSOCIATES JACOBSEN/DANIELS ASSOCIATES 401(K) PLAN | YPSILANTI MI | 200 | $13.9M | $192K |
| 2 | LINKBANCORP, INC. LINKBANK 401(K) PLAN | CAMP HILL PA | 302 | $16.7M | $144K |
| 3 | INTEGRATED PRACTICE SOLUTIONS, INC. INTEGRATED PRACTICE SOLUTIONS, INC. 401(K) PLAN |
SAN DIEGO CA |
| 310 |
| $17.1M |
| $83K |
