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 Mutual fund in their Schedule of Assets, totaling $1.8M 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 | ALLIANCE EXECUTIVE SEARCH, LLC ALLIANCE EXECUTIVE SEARCH, LLC 401(K) PROFIT SHARING PLAN | VIENNA VA | 159 | $14.5M | $1.2M |
| 2 | CALIFORNIA RURAL LEGAL ASSISTANCE, INC. CALIFORNIA RURAL LEGAL ASSISTANCE, INC. 401(K) RETIREMENT SAVINGS PLAN | MODESTO CA | 231 | $12.6M | $599K |
| 3 | SURF CITY AUTO GROUP, INC. |
HUNTINGTON BEACH CA |
| 161 |
| $4.2M |
| $9K |
