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 I Fund " in their Schedule of Assets, totaling $962K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONCENTRIC ROCKFORD INC. CONCENTRIC ROCKFORD INC. EMPLOYEES' 401(K) SAVINGS PLAN | ROCKFORD IL | 171 | $18.1M | $710K |
| 2 | CARELINK COMMUNITY SUPPORT SERVICES, INC. CARELINK COMMUNITY SUPPORT SERVICES EMPLOYER CONTRIBUTION TAX SHELTERED ANNUITY | MEDIA PA | 323 | $6.7M | $248K |
| 3 | SOUTHERN TIER COMMUNITY HEALTH CENTER NETWORK, INC. |
OLEAN NY |
| 145 |
| $6.3M |
| $4K |
