Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 85 retirement plans report an interest in this investment, totaling $21.1M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 3 name variants: DFA US Large Fund, DFA US Large I, DFA US Large Portfolio Inst. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | PICKERING, INC. PICKERING, INC. 401(K) PLAN | MEMPHIS TN | 124 | $24.2M | $2.4M |
| 2 | WOOD, SMITH, HENNING, & BERMAN LLP WOOD, SMITH, HENNING & BERMAN LLP ATTORNEYS & STAFF 401(K) PLAN AND TRUST | LOS ANGELES CA | 546 | $40.0M | $1.8M |
| 3 | EDUCATORS CREDIT UNION EDUCATORS CREDIT UNION 401(K) PLAN & TRUST | MT. PLEASANT WI | 440 | $71.3M | $1.5M |
| 4 | ARQUITECTONICA INTERNATIONAL CORP ARQUITECTONICA 401(K) PROFIT SHARING PLAN AND TRUST | MIAMI FL | 223 | $20.3M | $1.0M |
| 5 | UT LE BONHEUR PEDIATRIC SPECIALISTS, INC. ULPS EMPLOYEE SAVINGS PLAN | MEMPHIS TN | 238 | $66.6M | $959K |
| 6 | AMERICAN ACADEMY HOLDING, LLC AMERICAN ACADEMY HOLDINGS LLC. 401(K) PLAN | SALT LAKE CITY UT | 254 | $15.6M | $863K |
| 7 | SOUTH JERSEY GLASS CO, INC. SOUTH JERSEY GLASS CO, INC. 401(K) PLAN | VINELAND NJ | 162 | $12.6M | $797K |
| 8 | HANDY TRUCK LINE, INC. HANDY TRUCK LINE, INC. 401(K) PROFIT SHARING PLAN | PAUL ID | 164 | $5.9M | $708K |
| 9 | HEALTH CARE MANAGEMENT GROUP HEALTH CARE MANAGEMENT GROUP RETIREMENT PLAN | CINCINNATI OH | 870 | $11.6M | $638K |
| 10 | STEMILT GROWERS, LLC STEMILT GROWERS, LLC 401(K) SAVINGS PLAN & TRUST | WENATCHEE WA | 1,734 | $64.7M | $627K |
