Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Mid Cap Value I1 Fund in their Schedule of Assets, totaling $4.9M 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 | TELOS CORPORATION TELOS CORPORATION SHARED SAVINGS PLAN | ASHBURN VA | 484 | $127.8M | $2.9M |
| 2 | RODGERS CONSULTING, INC RODGERS CONSULTING, INC. 401(K) PROFIT SHARING PLAN | GERMANTOWN MD | 106 | $27.6M | $1.2M |
| 3 | CAPITAL COMMUNITY BANK CAPITAL COMMUNITY BANK 401(K) PLAN |
PROVO UT |
| 128 |
| $8.0M |
| $763K |
