Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA U.S. Large Cap Value Mutual fund in their Schedule of Assets, totaling $35.3M 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 | CHICK-FIL-A, INC. CHICK-FIL-A, INC. 401(K) PLAN | ATLANTA GA | 8,828 | $1.1B | $20.2M |
| 2 | BAY MEDICAL MANAGEMENT, LLC BAY MEDICAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN | WALNUT CREEK CA | 337 | $208.6M | $4.1M |
| 3 | NEWMEYER & DILLION, LLP NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN |
NEWPORT BEACH CA |
| 97 |
| $43.5M |
| $2.5M |
| 4 | OMEROS CORPORATION OMEROS CORPORATION RETIREMENT PLAN | SEATTLE WA | 203 | $35.4M | $2.3M |
| 5 | TALKING RAIN BEVERAGE COMPANY, INC. TALKING RAIN 401 (K) RETIREMENT PLAN AND TRUST | PRESTON WA | 461 | $44.0M | $2.2M |
| 6 | COUGHLIN PORTER LUNDEEN COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 77 | $45.5M | $2.1M |
| 7 | Q&D CONSTRUCTION LLC Q&D CONSTRUCTION LLC RETIREMENT PLAN | SPARKS NV | 161 | $18.9M | $955K |
| 8 | LOGIC 20/20 INC LOGIC 20/20 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 166 | $20.7M | $417K |
| 9 | BELLWETHER HOUSING BELLWETHER HOUSING RETIREMENT SAVINGS PLAN | SEATTLE WA | 183 | $9.2M | $349K |
| 10 | WINSHAPE FOUNDATION, INC. WINSHAPE FOUNDATION, INC. 401(K) PLAN | ATLANTA GA | 459 | $37.0M | $253K |
