Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA DFA US Large Cap Value in their Schedule of Assets, totaling $4.7M 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 | LAKE SHORE CRYOTRONICS, INC. LAKE SHORE CRYOTRONICS, INC. RETIREMENT SAVINGS PLAN | WESTERVILLE OH | 237 | $46.9M | $2.2M |
| 2 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT 401(K) PLAN | BRONX NY | 347 | $45.6M | $959K |
| 3 | PEDIATRIC AFFILIATES, P.A. PEDIATRIC AFFILIATES, P.A. 401(K) PLAN |
TOMS RIVER NJ |
| 157 |
| $22.9M |
| $783K |
| 4 | CAROL HOUSE FURNITURE, INC. CAROL HOUSE FURNITURE, INC. 401(K) PROFIT SHARING PLAN | MARYLAND HEIGHTS MO | 101 | $14.8M | $621K |
| 5 | INFINITY HEALTH SERVICES, INC. ACTIVA 401(K) RETIREMENT PLAN | BOYNTON BEACH FL | 212 | $1.5M | $67K |
| 6 | FRESH DIRECT HOLDINGS, INC UTF TRUCKING BARGAINING UNIT 401K | BRONX NY | 749 | $15.9M | $34K |
| 7 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT BARGAINING UNIT 401K PLAN | BRONX NY | 1,200 | $12.4M | $15K |
