Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA US Large Cap Value Mutual fund in their Schedule of Assets, totaling $11.0M 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 | WOOD COUNTY HOSPITAL WOOD COUNTY HOSPITAL RETIREMENT PLAN | BOWLING GREEN OH | 714 | $60.0M | $3.2M |
| 2 | LENDERS PROTECTION, LLC THE LENDERS PROTECTION EMPLOYEE 401(K) PLAN | AUSTIN TX | 203 | $16.0M | $1.7M |
| 3 | ROBSON COMMUNITIES, INC. ROBSON COMMUNITIES, INC. & PARTICIPATING COMPANIES 401K RETIREMENT PLAN & TRUST |
SUN LAKES AZ |
| 568 |
| $51.5M |
| $1.5M |
| 4 | RELEVATE HEALTH MANAGEMENT, LLC. RELEVATE HEALTH MANAGEMENT, LLC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 223 | $24.9M | $1.4M |
| 5 | PUGET CONSUMERS CO-OP DBA PCC COMMUNITY MARKETS PUGET CONSUMERS' CO-OP NON-UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 216 | $29.5M | $943K |
| 6 | INNOVATIVE REFRIGERATION SYSTEMS, INC. INNOVATIVE REFRIGERATION SYSTEMS, INC. 401K PLAN | LYNDHURST VA | 407 | $37.1M | $756K |
| 7 | JOBS FOR THE FUTURE, INC. JOBS FOR THE FUTURE, INC. RETIREMENT PLAN | BOSTON MA | 166 | $49.9M | $725K |
| 8 | COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN | MASHPEE MA | 235 | $17.1M | $642K |
| 9 | LOS POBLANOS LLLP LOS POBLANOS 401(K) PROFIT SHARING PLAN | LOS RANCHOS NM | 302 | $3.3M | $10K |
