Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13,911 U.S. retirement plans report holding a Dimensional / DFA fund in their Schedule of Assets, totaling $31.8B in parsed positions. The plans below are ranked by position size, parsed directly from each plan’s Form 5500 filing.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Dimensional / DFA position |
|---|---|---|---|---|---|
| 1 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $554.0M |
| 2 | KPMG LLP KPMG 401(K) CAPITAL ACCUMULATION PLAN | MONTVALE NJ | 36,163 | $10.5B | $532.8M |
| 3 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN |
AUSTIN TX |
| 1,260 |
| $546.9M |
| $497.7M |
| 4 | SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN | ATLANTA GA | 26,369 | $15.3B | $448.1M |
| 5 | CHS/COMMUNITY HEALTH SYSTEMS, INC CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT | FRANKLIN TN | — | $1.2B | $352.5M |
| 6 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | REDWOOD SHORES CA | 54,686 | $35.0B | $342.4M |
| 7 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 48,060 | $19.9B | $288.3M |
| 8 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS RETIREMENT PLAN (GOVERNMENT) | RESTON VA | 2,746 | $2.7B | $239.3M |
| 9 | ALLINA HEALTH SYSTEM ALLINA 401K RETIREMENT SAVINGS PLAN | MINNEAPOLIS MN | 28,488 | $4.1B | $235.5M |
| 10 | BURLINGTON NORTHERN SANTA FE LLC/BNSF RAILWAY COMPANY BNSF 401(K) PLANS MASTER TRUST | FORT WORTH TX | — | $7.2B | $215.9M |
