Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA DFA US Large Cap Value III in their Schedule of Assets, totaling $2.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | C&S WORLDWIDE HOLDINGS, INC. C & S COMPANIES 401(K) PLAN | SYRACUSE NY | 582 | $106.0M | $2.6M |
| 2 | SECURITY STATE BANK & TRUST SECURITY STATE BANK & TRUST 401(K) & PROFIT SHARING PLAN | FREDERICKSBURG TX | 289 | $28.0M | $35K |
