Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Large Cap Value in their Schedule of Assets, totaling $8.5M 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 | PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN | LODI CA | 287 | $63.1M | $3.4M |
| 2 | ASPIRIANT LLC ASPIRIANT 401(K) AND PROFIT SHARING PLAN | SAN FRANCISCO CA | 231 | $75.4M | $2.6M |
| 3 | GARDEN STATE VETERINARY SPECIALISTS GARDEN STATE VETERINARY SPECIALISTS 401(K) PLAN |
TINTON FALLS NJ |
| 620 |
| $17.1M |
| $1.9M |
| 4 | NORTON SOUND HEALTH CORPORATION NORTON SOUND HEALTH CORPORATION MONEY PURCHASE PENSION PLAN & TRUST | NOME AK | 565 | $45.5M | $629K |
