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 Inst in their Schedule of Assets, totaling $2.5M 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 | THE GORDON SCHOOL THE GORDON SCHOOL 403(B) RETIREMENT PLAN | EAST PROVIDENCE RI | 83 | $22.8M | $1.1M |
| 2 | ROCKY HILL COUNTRY DAY SCHOOL ROCKY HILL COUNTRY DAY SCHOOL 403(B) RETIREMENT PLAN | EAST GREENWICH RI | 82 | $15.2M | $584K |
| 3 | NYCOM, INC. NYCOM, INC 401(K) PROFIT SHARING PLAN |
MIDLOTHIAN VA |
| 193 |
| $15.5M |
| $365K |
| 4 | PROVIDENCE COUNTRY DAY SCHOOL PROVIDENCE COUNTRY DAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | EAST PROVIDENCE RI | 146 | $15.3M | $319K |
| 5 | THE SCHENCK SCHOOL, INC. THE SCHENCK SCHOOL RETIREMENT PLAN | ATLANTA GA | 102 | $18.6M | $156K |
