Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Midcap Value Fund Fee Class R1 Common/Collective Trust in their Schedule of Assets, totaling $6.0M 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 | GLOBALFOUNDRIES U.S. INC. GLOBALFOUNDRIES U.S. INC. 401(K) PLAN | SANTA CLARA CA | 4,786 | $1.2B | $6.0M |
