Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA Dfa US Large Cap Value I in their Schedule of Assets, totaling $3.2M 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 | ALL IN FEDERAL CREDIT UNION ALL IN FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | DALEVILLE AL | 448 | $29.7M | $528K |
| 2 | MEYERS NAVE, A PROFESSIONAL CORPORATION MEYERS NAVE 401(K)/PROFIT SHARING PLAN 001 | OAKLAND CA | 75 | $24.2M | $526K |
| 3 | MAGNOLIA RIVER INTERNATIONAL MAGNOLIA RIVER INTERNATIONAL 401(K) PLAN | HARTSELLE AL | 755 | $43.0M | $432K |
| 4 | WESTERN DIESEL SERVICES INC. WESTERN DIESEL SERVICES INC. DBA CK POWER RETIREMENT PLAN AND 401K SAVINGS PLAN | ST. LOUIS MO | 402 | $26.6M | $410K |
| 5 | MAGNOLIA RIVER SERVICES, INC. MAGNOLIA RIVER 401(K) PLAN | DECATUR AL | 889 | $28.9M | $339K |
| 6 | CAIRE, INC. CAIRE, INC. 401(K) PLAN | BALL GROUND GA | 432 | $41.1M | $284K |
| 7 | QUANTUM PHYSICIAN SERVICES, LLC QUANTUM RADIOLOGY, P.C. RETIREMENT PLAN | MARIETTA GA | 151 | $86.4M | $251K |
| 8 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $217K |
| 9 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $150K |
| 10 | CONTI SERVICE, LLC CONTI SERVICE, LLC MEP 401(K) PLAN | STERLING HEIGHTS MI | 719 | $29.4M | $65K |
