Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA U.S. Large Cap Value Portfolio Mutual fund in their Schedule of Assets, totaling $2.3M 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 | SCRIPTPRO LLC SCRIPTPRO LLC 401(K) PLAN | MISSION KS | 710 | $109.6M | $894K |
| 2 | WOLVERINE TUBE, INC. WOLVERINE TUBE SAVINGS PLAN | DECATUR AL | 252 | $12.6M | $842K |
| 3 | MIMECAST NORTH AMERICA, INC. MIMECAST NORTH AMERICA, INC. 401(K) PLAN |
LEXINGTON MA |
| 1,060 |
| $93.1M |
| $570K |