Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US Large Cap Value III Registered investment company in their Schedule of Assets, totaling $19.3M 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 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $10.6M |
| 2 | HAPO COMMUNITY CREDIT UNION HAPO COMMUNITY CREDIT UNION EMPLOYEE INVESTMENT PLAN | RICHLAND WA | 514 | $29.7M | $4.5M |
| 3 | KRAFTCPAS PLLC |
NASHVILLE TN |
| 210 |
| $36.9M |
| $3.2M |
| 4 | HARBOR FOODS GROUP INC. HARBOR FOODS GROUP INC. 401(K) PLAN | LACEY WA | 981 | $77.0M | $991K |
| 5 | W.G. TOMKO, INCORPORATED W.G. TOMKO, INCORPORATED PROFIT SHARING PLAN | FINLEYVILLE PA | 118 | $18.8M | $119K |
