Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA US Large Cap Gr Port Ins Registered Investment Company in their Schedule of Assets, totaling $7.1M 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 | VERITAS CAPITAL FUND MANAGEMENT VERITAS CAPITAL 401K PLAN | NEW YORK NY | 140 | $24.4M | $2.9M |
| 2 | BLUE ACORN ICI, INC. BLUE ACORN ICI, INC. 401(K) PLAN | RALEIGH NC | 172 | $17.1M | $1.8M |
| 3 | OPTUS INC OPTUS RETIREMENT INVESTMENT PLAN |
| 77 |
| $7.6M |
| $1.0M |
| 4 | NANSHAN AMERICA AAT, LLC NANSHAN AMERICA AAT RETIREMENT PLAN | LAFAYETTE IN | 116 | $9.1M | $571K |
| 5 | FLOOID, INC. FLOOID, INC. 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 95 | $13.7M | $545K |
| 6 | MIRACORP INC. MIRACORP 401(K) PLAN | MESA AZ | 171 | $6.1M | $304K |
| 7 | JACK SCHROEDER AND ASSOCIATES, LLC JACK SCHROEDER AND ASSOCIATES, LLC 401 (K) PLAN | GREEN BAY WI | 98 | $6.1M | $15K |
