Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Large Cap Value III Mutual Funds in their Schedule of Assets, totaling $5.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CARSON GROUP HOLDINGS, LLC CARSON WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN | ROCKFORD IL | 416 | $40.2M | $3.3M |
| 2 | GATES AUTOMOTIVE CORPORATION GATES AUTOMOTIVE GROUP EES RETIREMENT PLAN | SOUTH BEND IN | 214 | $15.7M | $2.0M |
