DFA US Large CAP Value Fund
Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 96 retirement plans report an interest in this investment, totaling $15.1M in reported end-of-year interest. Plans are ranked by reported interest.
Plans holding
96
Reported interest (EOY)
$15.1M
Data source
DOL Form 5500 · Schedule D
Reported on Schedule D under 5 name variants: DFA US Large CAP Value Fund, DFA US Large CAP Value Port, DFA US Large CAP Value, DFA US Large CAP Value I, DFA US Large CAP Value I SA. Counts combine all variants of the same investment.
Plans holding DFA US Large CAP Value Fundranked by reported interest
Unlock full list (Pro)| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | QUANTIX SCS, LLC QUANTIX SCS 401(K) PLAN | MORRIS IL | 2,198 | $85.2M | $2.3M |
| 2 | WGI, INC. WGI, INC. 401(K) PLAN | WEST PALM BEACH FL | 497 | $57.8M | $1.4M |
| 3 | ACCU-MOLD, LLC ACCU-MOLD, LLC 401(K) & PROFIT SHARING PLAN | ANKENY IA | 317 | $30.6M | $1.2M |
| 4 | NICE NORTH AMERICA LLC NICE NORTH AMERICA LLC 401(K) SAVINGS PLAN | CARLSBAD CA | 396 | $44.1M | $1.0M |
| 5 | JAYNES, REITMEIER, BOYD & THERRELL, P.C. JRBT 401(K) PLAN | WACO TX | 116 | $18.5M | $910K |
| 6 | PANHANDLE ANESTHESIOLOGY ASSOCIATES, P.A. PANHANDLE ANESTHESIOLOGY ASSOCIATES 401(K) | PENSACOLA FL | 88 | $58.6M | $734K |
| 7 | FOOD INGREDIENTS, INC. FBH GROUP 401(K) PLAN | WAUKESHA WI | 44 | — | $649K |
| 8 | PERSONAL COMPUTERS, INC. PERSONAL COMPUTERS, INC. | BUFFALO NY | 47 | $18.5M | $582K |
| 9 | TEMEG HOLDINGS, INC. TEMEG HOLDINGS, INC. RETIREMENT SAVINGS PLAN | HUDSON OH | 342 | $12.1M | $495K |
| 10 | SOUTH JERSEY GLASS CO, INC. SOUTH JERSEY GLASS CO, INC. 401(K) PLAN | VINELAND NJ | 162 | $12.6M | $413K |
See all 96 plans holding DFA US Large CAP Value Fund
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