Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA DFA U.S. Large Cap Value Institutional Class N/A in their Schedule of Assets, totaling $9.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARMEUSE LIME, INC. CARMEUSE LIME, INC. 401(K) PLAN | PITTSBURGH PA | 945 | $197.9M | $7.3M |
| 2 | CARMEUSE LIME, INC. CARMEUSE LIME, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES | PITTSBURGH PA | 774 | $80.4M | $2.2M |
| 3 | CARMEUSE LIME, INC. CARMEUSE LIME, INC. 401(K) SAVINGS PLAN |
PITTSBURGH PA |
| 69 |
| $9.3M |
| $168K |