Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding NEU LARGE CAP VALUE FUND INST in their Schedule of Assets, totaling $357K 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 | WOODS HOLE GROUP WOODS HOLE GROUP 401(K) PROFIT SHARING PLAN | BOURNE MA | 90 | $15.2M | $110K |
| 2 | REVENUE AUTHORITY OF PRINCE REVENUE AUTHORITY OF P.G. COUNTY 401K PLAN | LARGO MD | 86 | $5.2M | $101K |
| 3 | COX TRANSFER, INC. COX TRANSFER, INC. 401K PLAN |
EUREKA IL |
| 86 |
| $5.9M |
| $100K |
| 4 | INTERCARE THERAPY, INC. INTERCARE THERAPY, INC. PROFIT SHARING PLAN | LOS ANGELES CA | 589 | $8.4M | $23K |
| 5 | INTERCARE THERAPY, INC. INTERCARE THERAPY, INC. PROFIT SHARING PLAN | LOS ANGELES CA | 589 | $8.4M | $23K |