Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding DFA US Large Cap Value I ** in their Schedule of Assets, totaling $105.2M 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 | GUNDERSEN LUTHERAN ADMINISTRATIVE SERVICES, INC. GUNDERSEN LUTHERAN EMPLOYEES' RETIREMENT PLAN | LA CROSSE WI | 9,660 | $2.9B | $82.7M |
| 2 | KIRBY MEDICAL CENTER KIRBY MEDICAL CENTER 401(K) PLAN | MONTICELLO IL | 354 | $42.4M | $4.9M |
| 3 | UWHARRIE CAPITAL CORP UWHARRIE CAPITAL CORP EMPLOYEES 401K RETIREMENT PLAN |
ALBEMARLE NC |
| 190 |
| $32.1M |
| $3.6M |
| 4 | YANKTON MEDICAL CLINIC P.C. YANKTON MEDICAL CLINIC P.C. PROFIT SHARING PLAN & TRUST | YANKTON SD | 322 | $107.2M | $2.7M |
| 5 | NATIONAL LIME & STONE COMPANY NATIONAL LIME & STONE COMPANY EMPLOYEES' 401(K) PLAN | FINDLAY OH | 393 | $52.8M | $2.4M |
| 6 | BARASCH & MCGARRY, PC DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 206 | $19.3M | $1.3M |
| 7 | COMMUNITY FIRST BANCORPORATION COMMUNITY FIRST BANCORPORATION, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | KENNEWICK WA | 140 | $21.1M | $882K |
| 8 | S. C. STATE FEDERAL CREDIT UNION S. C. STATE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | COLUMBIA SC | 241 | $19.7M | $746K |
| 9 | TELLEPSEN CORPORATION TELLEPSEN CORPORATION 401(K) & RETIREMENT PLAN | HOUSTON TX | 633 | $54.3M | $738K |
| 10 | TRAVELOPIA USA, INC. TRAVELOPIA USA, INC. 401(K) PLAN | CLEARWATER FL | 489 | $31.8M | $720K |
