Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Large Cap Value I Mutual funds in their Schedule of Assets, totaling $1.7M 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 | OAKHURST INDUSTRIES, INC. DBA AMERICAN BAKERY COMPANY AMERICAN BAKERY COMPANY 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 414 | $12.0M | $1.1M |
| 2 | TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON VA | 140 | $11.1M | $548K |
| 3 | ENVITA MEDICAL CENTERS LLC ENVITA MEDICAL CENTER LLC 401(K) PROFIT SHARING PLAN AND TRUST |
SCOTTSDALE AZ |
| 216 |
| $4.4M |
| $4K |