Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA US Large Cap Value I Mutual fund n/a in their Schedule of Assets, totaling $10.6M 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 | SKOGEN'S FOODLINER, INC. SKOGEN'S FOODLINER AND ASSOCIATES RETIREMENT SAVINGS PLAN | ONALASKA WI | 4,044 | $117.5M | $5.8M |
| 2 | FOREFRONT DERMATOLOGY, S.C. FOREFRONT DERMATOLOGY 401(K) PLAN | MANITOWOC WI | 2,516 | $131.2M | $2.0M |
| 3 | MT. OGDEN EYE CENTER, LLC MT. OGDEN EYE CENTER, LLC PROFIT SHARING 401(K) PLAN |
OGDEN UT |
| 165 |
| $10.2M |
| $844K |
| 4 | ALTURAS, LLC ALTURAS, LLC RETIREMENT TRUST | EAGLE ID | 250 | $8.0M | $536K |
| 5 | COMMUNITY NATIONAL BANK COMMUNITY NATIONAL BANK 401K PLAN | MIDLAND TX | 234 | $32.0M | $488K |
| 6 | WINSLOW MEMORIAL HOSPITAL LITTLE COLORADO MEDICAL CENTER PENSION PLAN | WINSLOW AZ | 275 | $18.3M | $338K |
| 7 | HUMBOLDT SENIOR RESOURCE CENTER INCORPORATED HUMBOLDT SENIOR RESOURCE CENTER 403(B) PLAN | EUREKA CA | 234 | $2.8M | $292K |
| 8 | PUBLIC BROADCASTING OF COLORADO RETIREMENT PLAN OF PUBLIC BROADCASTING OF COLORADO, INC. | CENTENNIAL CO | 145 | $16.2M | $238K |
