Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding DFA US Large Cap Value Fund Mutual fund in their Schedule of Assets, totaling $149.7M 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 | WSP USA BUILDINGS INC. WSP USA RETIREMENT SAVINGS PLAN | NEW YORK NY | 16,143 | $3.3B | $112.7M |
| 2 | SOUTHERN UTE INDIAN TRIBE RETIREMENT SAVINGS PLAN SOUTHERN UTE INDIAN TRIBE RETIREMENT SAVINGS PLAN | IGNACIO CO | 1,401 | $303.2M | $15.7M |
| 3 | OKTA, INC. OKTA 401(K) PLAN |
SAN FRANCISCO CA |
| 3,718 |
| $544.7M |
| $6.6M |
| 4 | KELLER ROHRBACK LLP KELLER ROHRBACK LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 168 | $86.5M | $4.6M |
| 5 | GLOSTEN, INC. GLOSTEN, INC. PROFIT SHARING/401(K) PLAN | SEATTLE WA | 122 | $50.7M | $2.3M |
| 6 | NATIONAL ELECTRIC COIL, INC. RAIL PRODUCTS INTERNATIONAL, INC. UNION EMPLOYEES PENSION PLAN | COLUMBUS OH | 14 | $11.2M | $2.1M |
| 7 | SUZY, INC. SUZY, INC. 401(K) PLAN | NEW YORK NY | 200 | $18.0M | $1.8M |
| 8 | PRITCHARD & ABBOTT, INC. PRITCHARD & ABBOTT, INC. 401(K) PROFIT SHARING AND EMPLOYEE STOCK OWNERSHIP PLAN | FORT WORTH TX | 109 | $48.8M | $1.4M |
| 9 | AB MAURI FOOD INC. AB MAURI FOOD INC. SAVINGS PLAN | ST. LOUIS MO | 530 | $77.7M | $729K |
| 10 | FAMILY SECURITY CREDIT UNION FAMILY SECURITY CREDIT UNION 401(K) PLAN | DECATUR AL | 178 | $13.5M | $610K |
