Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Large-Cap Value Portfolio Fund Mutual Fund in their Schedule of Assets, totaling $1.6M 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 | WESLEY HOMES WESLEY 403(B) RETIREMENT PLAN | KENT WA | 506 | $19.6M | $1.0M |
| 2 | STEUBEN CHURCHPEOPLE AGAINST POVERTY INC DBA ARBOR HOUSING DEVELOPMENT ARBOR HOUSING & DEVELOPMENT 401(K) RETIREMENT PLAN | CORNING NY | 116 | $3.6M | $479K |
| 3 | METHODIST HOSPITAL OF SOUTHERN CA |
ARCADIA CA |
| 182 |
| $202.4M |
| $97K |
| 4 | INNOVATUS IMAGING CORPORATION INNOVATUS IMAGING CORPORATION 401(K) PLAN | PITTSBURG PA | 88 | $11.5M | $28K |
