Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA U.S. Large Cap Value Fund Mutual fund ( 1 ) in their Schedule of Assets, totaling $7.0M 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 | LANCASTER COLONY CORPORATION LANCASTER COLONY CORPORATION 401(K) PLAN | WESTERVILLE OH | 2,800 | $146.3M | $6.7M |
| 2 | T. MARZETTI COMPANY T. MARZETTI COMPANY HOURLY EMPLOYEE 401(K) PLAN FOR THE INDIANOLA PLANT | WESTERVILLE OH | 252 | $8.6M | $289K |
| 3 | TPG, INC. THE PHOENIX GROUP 401(K) PLAN |
GREENWOOD IN |
| 188 |
| $13.0M |
| $10K |
