U.S. retirement plans whose Form 5500 Schedule of Assets reports a Dimensional / DFAfund, parsed from filing PDFs and ranked by position size. A prospecting list you won’t find under $200/mo anywhere else.
| # | 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 | SOUTHERN COMPANY SERVICES, INC. THE SOUTHERN COMPANY PENSION PLAN |
ATLANTA GA |
| 26,369 |
| $15.3B |
| $448.1M |
| 4 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $411.3M |
| 5 | TRUSTEES OF THE NATIONAL ELECTRICAL BENEFIT FUND NATIONAL ELECTRICAL BENEFIT FUND | ROCKVILLE MD | 343,794 | $20.4B | $360.4M |
| 6 | CHS/COMMUNITY HEALTH SYSTEMS, INC CHS/COMMUNITY HEALTH SYSTEMS, INC. MASTER TRUST INVESTMENT ACCOUNT | FRANKLIN TN | — | $1.2B | $352.5M |
| 7 | ORACLE CORPORATION ORACLE CORPORATION 401(K) SAVINGS AND INVESTMENT PLAN | REDWOOD SHORES CA | 58,808 | $31.0B | $333.5M |
| 8 | BOARD OF TRUSTEES, UNITED MINE WORK ERS OF AMERICA 1993 BENEFIT PLAN UNITED MINE WORKERS OF AMERICA 1993 BENEFIT PLAN | WASHINGTON DC | 2,089 | $216.1M | $330.0M |
| 9 | BANK OF AMERICA CORPORATION THE BANK OF AMERICA PENSION PLAN | RIVERSIDE RI | 51,062 | $19.0B | $241.4M |
| 10 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS RETIREMENT PLAN (GOVERNMENT) | RESTON VA | 2,746 | $2.7B | $239.3M |
