Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA U.S. Large Cap Value I Fd Registered Investment Company in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUNS LEGACY PARTNERS PHOENIX SUNS 401(K) SALARY SAVINGS PLAN | PHOENIX AZ | 475 | $41.8M | $1.1M |
