Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding US LARGE CAP VAL PORT III INST in their Schedule of Assets, totaling $6.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SQUIRE & COMPANY, PC SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN | OREM UT | 185 | $40.3M | $5.2M |
| 2 | PSL GROUP AMERICA PSL GROUP AMERICA 401(K) PLAN | NEW YORK NY | 304 | $43.6M | $1.6M |
