Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA U.S. Large Cap Value Portfolio Institutional Class " in their Schedule of Assets, totaling $3.7M 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 | NEW HAMPSHIRE DISTRIBUTORS, LLC NHD NONUNION RETIREMENT SAVINGS PLAN | CONCORD NH | 117 | $22.5M | $1.8M |
| 2 | PINE STATE TRADING CO. PINE STATE TRADING CO. 401(K) RETIREMENT SAVINGS PLAN | GARDINER ME | 435 | $47.9M | $695K |
| 3 | STERLING CORPORATION STERLING EMPLOYEE SAVINGS PLAN |
BILLERICA MA |
| 132 |
| $18.6M |
| $513K |
| 4 | THE DOHERTY GROUP, INC. DOHERTY GROUP, INC. 401(K) AND RETIREMENT SAVINGS PLAN | ALLENDALE NJ | 7,472 | $40.6M | $380K |
| 5 | ATLANTIS COMFORT SYSTEMS CORP ACSC RETIREMENT PLAN | WEST WARWICK RI | 222 | $5.2M | $202K |
| 6 | SIMPLY DENTAL MANAGEMENT, INC. SIMPLY ORTHODONTICS 401(K) RETIREMENT PLAN | HOPKINTON MA | 349 | $6.5M | $66K |
| 7 | BOSTON SEMI EQUIPMENT LLC BOSTON SEMI EQUIPMENT LLC 401K PROFIT SHARING PLAN AND TRUST | LITTLETON MA | 57 | $8.1M | $14K |
| 8 | BADIA SPICES, INC. BADIA SPICES, LLC 401(K) PLAN | DORAL FL | 637 | $9.2M | $14K |
| 9 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $12K |
| 10 | ELIE TAHARI, LTD TAHARI LTD. EMPLOYEE SAVINGS PLAN AND TRUST | MILLBURN NJ | 104 | $14.8M | $6K |
