Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA U.S. Large Cap Value Fund in their Schedule of Assets, totaling $5.4M 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 | RINCON RESEARCH CORPORATION RINCON RESEARCH CORPORATION 401(K) PLAN | TUCSON AZ | 395 | $161.5M | $1.9M |
| 2 | TRUEBECK CONSTRUCTION, INC. TRUEBECK CONSTRUCTION, INC. 401(K) PLAN | SAN MATEO CA | 290 | $58.4M | $1.3M |
| 3 | MATOUK TEXTILE WORKS, INC. MATOUK TEXTILE WORKS, INC 401(K) PLAN | FALL RIVER MA | 259 | $10.9M | $629K |
| 4 | SOUTHERN NEWSPAPERS, INC. SOUTHERN NEWSPAPERS, INC. EMPLOYEES' 401(K) PLAN | HOUSTON TX | 255 | $19.2M | $479K |
| 5 | TRANSFORMING AGE ASSOCIATES, LLC TRANSFORMING AGE 401(K) PLAN | BELLEVUE WA | 1,571 | $15.0M | $478K |
| 6 | AMERICAN POOL ENTERPRISES, INC. THE AMENITY COLLECTIVE 401(K) PLAN | OWINGS MILLS MD | 1,323 | $27.5M | $461K |
| 7 | OAKS CHRISTIAN SCHOOL OAKS CHRISTIAN SCHOOL 403(B) PLAN | WESTLAKE VILLAGE CA | 347 | $40.9M | $129K |
