Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Dfa Us Large Cap Value I Mutual fund - in their Schedule of Assets, totaling $23.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BPM LLP BPM PROFIT SHARING 401(K) PLAN | SAN FRANCISCO CA | 910 | $152.1M | $6.6M |
| 2 | KEITHLY-WILLIAMS SEEDS, INC. KEITHLY-WILLIAMS SEEDS, INC. 401(K) PROFIT SHARING PLAN | YUMA AZ | 125 | $22.1M | $5.2M |
| 3 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN |
ROCKLAND MA |
| 190 |
| $73.9M |
| $3.2M |
| 4 | TMP TECHNOLOGIES, INC. TMP TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 170 | $17.5M | $1.8M |
| 5 | TCA ARCHITECTS, INC. TCA ARCHITECTS, INC. 401(K) PLAN | IRVINE CA | 86 | $18.5M | $1.5M |
| 6 | AZPERIO AZPERIO 401(K) PLAN | SCOTTSDALE AZ | 108 | $8.4M | $1.2M |
| 7 | PARK FEDERAL CREDIT UNION PARK COMMUNITY CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 267 | $22.1M | $968K |
| 8 | DIGESTIVE HEALTH CLINIC, LLC DIGESTIVE HEALTH CLINIC, LLC 401(K) PROFIT SHARING PLAN | BOISE ID | 129 | $13.3M | $927K |
| 9 | DILIGENT CONSULTING, INC. DILIGENT CONSULTING, INC. 401(K) PLAN | SAN ANTONIO TX | 92 | $11.6M | $695K |
| 10 | KOKATAT, INC. KOKATAT, INC. 401(K) PLAN | ARCATA CA | 104 | $4.5M | $375K |
