Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding DFA US Large Cap Value I Fd in their Schedule of Assets, totaling $6.7M 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 | ROBERTS SINTO CORPORATION ROBERTS SINTO CORPORATION EMPLOYEES' RETIREMENT AND SAVINGS PLAN | GRAND LEDGE MI | 167 | $17.8M | $1.9M |
| 2 | SOUTHERN MICHIGAN BANCORP, INC. SOUTHERN MICHIGAN BANCORP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | COLDWATER MI | 242 | $22.5M | $1.4M |
| 3 | JAMESTOWN MANAGEMENT CORP. |
ATLANTA GA |
| 544 |
| $90.2M |
| $1.3M |
| 4 | WATCHFIRE SIGNS LLC WATCHFIRE SIGNS NON-UNION 401(K) PLAN | DANVILLE IL | 343 | $44.3M | $1.0M |
| 5 | SENIOR MANAGEMENT ADVISORS, INC. SMA MULTIPLE-EMPLOYER RETIREMENT PLAN | CLEARWATER FL | 654 | $4.9M | $340K |
| 6 | STEARNS FINANCIAL SERVICES, INC. STEARNS FINANCIAL SERVICES, INC. 401(K) PLAN AND TRUST | ST. CLOUD MN | 488 | $37.2M | $298K |
| 7 | VALCOR ENGINEERING CORPORATION VALCOR ENGINEERING CORPORATION 401(K) THRIFT SAVINGS PLAN | SPRINGFIELD NJ | 425 | $49.9M | $108K |
| 8 | WATCHFIRE SIGNS LLC WATCHFIRE SIGNS FACTORY EMPLOYEES 401(K) PLAN | DANVILLE IL | 111 | $2.9M | $93K |
| 9 | ODYSSEA MARINE, LLC ODYSSEA MARINE 401(K) PLAN | LAROSE LA | 186 | $9.1M | $49K |
| 10 | ALABAMA COUSHATTA TRIBE OF TEXAS ALABAMA COUSHATTA RETIREMENT PLAN | LIVINGSTON TX | 674 | $18.5M | $43K |
