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 Inst'l Registered Investment Company in their Schedule of Assets, totaling $10.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PATTERSON BELKNAP WEBB & TYLER LLP 401(K) PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 153 | $89.3M | $3.8M |
| 2 | PATTERSON BELKNAP WEBB & TYLER LLP 401(K) PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 144 | $93.2M | $2.5M |
| 3 | PATTERSON BELKNAP WEBB & TYLER LLP |
NEW YORK NY |
| 162 |
| $51.8M |
| $2.2M |
| 4 | PATTERSON BELKNAP WEBB & TYLER LLP DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 95 | $47.0M | $2.2M |
