Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 38 U.S. retirement plans report holding DFA U.S. Large Cap Value Portfolio I DFA 0 in their Schedule of Assets, totaling $29.7M 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 | MCNAIR MCLEMORE MIDDLEBROOKS & CO., LLC MCNAIR, MCLEMORE, MIDDLEBROOKS & CO., LLC 401(K) PLAN | MACON GA | 109 | $50.5M | $8.5M |
| 2 | FRIENDFINDER NETWORKS INC. FRIENDFINDER NETWORKS INC. EMPLOYEES RETIREMENT PLAN AND TRUST | DELRAY BEACH FL | 105 | $43.6M | $4.1M |
| 3 | GREAT LAKES PHYSICIANS, P.C. |
CHEEKTOWAGA NY |
| 169 |
| $47.9M |
| $3.0M |
| 4 | SQUAXIN ISLAND TRIBE SQUAXIN ISLAND TRIBE AND ISLAND ENTERPRISE 401(K) PLAN | SHELTON WA | 410 | $28.4M | $2.4M |
| 5 | MAXIM MANAGEMENT SERVICES, LLC MAXIM MANAGEMENT SERVICES LLC 401K PSP | CHEEKTOWAGA NY | 209 | $26.2M | $1.8M |
| 6 | ENVIRONMENTAL SCIENCE ASSOCIATES ENVIRONMENTAL SCIENCE ASSOCIATES 401K PLAN | SAN FRANCISCO CA | 719 | $85.7M | $1.6M |
| 7 | ECAPITAL ADVISORS, LLC ECAPITAL ADVISORS LLC 401(K) PLAN SHARING PLAN AND TRUST | BLOOMINGTON MN | 66 | $15.4M | $1.0M |
| 8 | AVENU INSIGHTS & ANALYTICS, LLC AVENU INSIGHTS & ANALYTICS, LLC 401(K) PLAN | CENTREVILLE VA | 620 | $65.1M | $955K |
| 9 | FUNCTIONAL DEVICES, INC. FUNCTIONAL DEVICES 401(K) PROFIT SHARING PLAN | SHARPSVILLE IN | 153 | $5.9M | $777K |
| 10 | PHILADELPHIA WORKS, INC. PHILADELPHIA WORKS, INC. 401(K) PLAN | PHILADELPHIA PA | 85 | $11.4M | $538K |
