Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA US Large Cap Gr Port Ins Registered Investment Company in their Schedule of Assets, totaling $4.2M 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 | BLUE ACORN ICI, INC. BLUE ACORN ICI, INC. 401(K) PLAN | RALEIGH NC | 172 | $17.1M | $1.8M |
| 2 | OPTUS INC OPTUS RETIREMENT INVESTMENT PLAN | JONESBORO AR | 77 | $7.6M | $1.0M |
| 3 | COMMUNITY RESOURCES STATEN ISLAND INC. COMMUNITY RESOURCES STATEN ISLAND, INC. 403(B) PLAN |
STATEN ISLAND NY |
| 337 |
| $11.7M |
| $579K |
| 4 | FLOOID, INC. FLOOID, INC. 401(K) RETIREMENT SAVINGS PLAN | CINCINNATI OH | 95 | $13.7M | $545K |
| 5 | MIRACORP INC. MIRACORP 401(K) PLAN | MESA AZ | 171 | $6.1M | $304K |
| 6 | JACK SCHROEDER AND ASSOCIATES, LLC JACK SCHROEDER AND ASSOCIATES, LLC 401 (K) PLAN | GREEN BAY WI | 98 | $6.1M | $15K |