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 Registered Investment Company - in their Schedule of Assets, totaling $2.7M 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 | CRW ENGINEERING GROUP, INC. CRW ENGINEERING GROUP RETIREMENT TRUST | ANCHORAGE AK | 84 | $24.4M | $2.1M |
| 2 | BENSON'S, INC. BENSON'S, INC. 401(K) RETIREMENT PLAN | BOGART GA | 258 | $9.4M | $658K |
| 3 | MARIETTA MEMORIAL HOSPITAL RETIREMENT PLUS OF MEMORIAL HEALTH SYSTEM HOSPITALS |
MARIETTA OH |
| 3,386 |
| $111.1M |
| $4K |
