Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US Large Cap Value I Fund " in their Schedule of Assets, totaling $7.0M 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 | D'ARCANGELO & CO., LLP D'ARCANGELO & CO., LLP 401(K) PROFIT SHARING PLAN | ROME NY | 77 | $30.4M | $4.0M |
| 2 | DRAKE SOFTWARE DRAKE SOFTWARE LLC 401(K) PLAN | FRANKLIN NC | 957 | $60.9M | $2.7M |
| 3 | NORMAN'S GIFT SHOPS, INC. THE NORMAN'S GIFT SHOPS, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
NEWTOWN PA |
| 282 |
| $34.8M |
| $170K |
| 4 | EASTERSEALS MIDWEST EASTERSEALS MIDWEST 403(B) PLAN | SAINT LOUIS MO | 1,766 | $13.8M | $82K |
| 5 | HOLT CONSTRUCTION CORP. HOLT CONSTRUCTION CORP, RETIREMENT SAVINGS PLAN | PEARL RIVER NY | 216 | $27.3M | $53K |
