Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding DFA U.S. Large Cap Value Portfolio " in their Schedule of Assets, totaling $11.3M 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 | CHENANGO MEMORIAL HOSPITAL CHENANGO MEMORIAL HOSPITAL EMPLOYEES' PENSION PLAN | NORWICH NY | 93 | $54.6M | $2.3M |
| 2 | FORT WAYNE WIRE DIE, INC. FORT WAYNE WIRE DIE CORPORATE 401(K) PLAN | FORT WAYNE IN | 86 | $21.5M | $1.8M |
| 3 | OHIO GASTROENTEROLOGY GROUP INC |
COLUMBUS OH |
| 306 |
| $60.2M |
| $1.4M |
| 4 | VERSOVA MANAGEMENT COMPANY VERSOVA MANAGEMENT COMPANY 401(K) PLAN | SIOUX CENTER IA | 1,659 | $29.0M | $1.3M |
| 5 | DMI COMPANIES, INC. DMI COMPANIES, INC. AND AFFILIATED COMPANIES 401(K) PLAN | CHARLEROI PA | 161 | $29.9M | $979K |
| 6 | PRIME GROUP LLC PRIME ELECTRIC, INC. 401(K) PROFIT SHARING PLAN | BELLEVUE WA | 324 | $36.4M | $900K |
| 7 | BARASCH & MCGARRY, P.C. DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC CASH BALANCE PLAN | NEW YORK NY | 146 | $15.1M | $891K |
| 8 | GEO. BYERS SONS HOLDING, INC. GEO. BYERS SONS, 401(K) PLAN | COLUMBUS OH | 750 | $50.4M | $865K |
| 9 | ITECH US, INC. ITECH US, INC. 401(K) PROFIT SHARING PLAN | SOUTH BURLINGTON VT | 299 | $13.4M | $356K |
| 10 | GOODWILL INDUSTRIES OF NORTHEAST INDIANA, INC. GOODWILL INDUSTRIES OF NORTHEAST INDIANA, INC. 401(K) PLAN | FORT WAYNE IN | 151 | $3.6M | $234K |
