Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Large-Cap Value Mutual funds in their Schedule of Assets, totaling $7.4M 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 | ADC PHYSICIANS, P.A. ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 109 | $89.4M | $6.4M |
| 2 | MOTORCAR PARTS OF AMERICA, INC. MOTORCAR PARTS OF AMERICA, INC. 401(K) SAVINGS PLAN | TORRANCE CA | 344 | $35.6M | $758K |
| 3 | VETERANS OF FOREIGN WARS OF THE UNITED STATES |
KANSAS CITY MO |
| 186 |
| $28.9M |
| $207K |