Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA U.S. Large-Cap Value Fund Mutual Fund in their Schedule of Assets, totaling $8.4M 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 | FOUNDATION BUILDING MATERIALS, LLC FOUNDATION BUILDING MATERIALS 401(K) PROFIT SHARING PLAN AND TRUST | SANTA ANA CA | 4,938 | $241.9M | $2.8M |
| 2 | EP WEALTH ADVISORS ADMIN, LLC EP WEALTH ADVISORS ADMIN, LLC 401(K) PLAN | TORRANCE CA | 461 | $60.8M | $1.9M |
| 3 | FAMILY SECURITY CREDIT UNION |
DECATUR AL |
| 158 |
| $25.7M |
| $1.8M |
| 4 | SABEY CORPORATION SABEY EMPLOYEES' RETIREMENT PLAN | SEATTLE WA | 271 | $24.9M | $893K |
| 5 | SPECIALTY MANAGEMENT, INC. SPECIALTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | GAINESVILLE GA | 165 | $10.8M | $423K |
| 6 | SPORCLE INC SPORCLE INC 401(K) PROFIT SHARING PLAN & TRUST | SEATTLE WA | 683 | $2.8M | $326K |
| 7 | INTEGRATECOM INC INTEGRATECOM INC 401(K) PROFIT SHARING PLAN & TRUST | PHOENIX AZ | 121 | $10.8M | $202K |
| 8 | AMERICAN MORTGAGE SERVICE COMPANY AMERICAN MORTGAGE SERVICE COMPANY SAVINGS AND RETIREMENT PLAN AND TRUST | CINCINNATI OH | 19 | $4.1M | $29K |
| 9 | JWD CONSTRUCTION SERVICES RSC 401(K) RETIREMENT PLAN | BURTON OH | 118 | $4.3M | $17K |
| 10 | SPANISH SPEAKING UNITY COUNCIL OF ALAMEDA COUNTY THE UNITY COUNCIL 403(B) PLAN | OAKLAND CA | 340 | $10.7M | $4K |
