Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 36 U.S. retirement plans report holding DFA US LARGE CAP VALUE PORT I in their Schedule of Assets, totaling $23.6M 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 | RHODES FINANCIAL SERVICES, LLC RHODES FINANCIAL SERVICES, LLC 401(K) PLAN | AUGUSTA GA | 178 | $27.6M | $2.6M |
| 2 | BANK OF ENGLAND BANK OF ENGLAND MORTGAGE 401(K) PLAN | ENGLAND AR | 133 | $32.7M | $2.3M |
| 3 | THOMAS EYE GROUP, P.C. THOMAS EYE GROUP, P.C. 401(K) PLAN |
ATLANTA GA |
| 383 |
| $43.1M |
| $1.9M |
| 4 | CAMBIUM NETWORKS, INC. CAMBIUM NETWORKS, INC. 401(K) PLAN | HOFFMAN ESTATES IL | 160 | $49.9M | $1.9M |
| 5 | GLOBE TAX SERVICES, INC. GLOBE TAX 401(K) PLAN | NEW YORK NY | 148 | $45.0M | $1.8M |
| 6 | FORMS & SURFACES INC. FORMS & SURFACES INC. 401(K) PROFIT SHARING PLAN AND TRUST | GLENSHAW PA | 412 | $34.1M | $1.5M |
| 7 | CRIMSON MIDSTREAM SERVICES, LLC CRIMSON MIDSTREAM SERVICES, LLC 401(K) PROFIT SHARING PLAN | IRVINE CA | 124 | $14.0M | $1.4M |
| 8 | TOURGEE & ASSOCIATES, INC. TAI RETIREMENT SAVINGS PLAN | OWINGS MILLS MD | 269 | $33.2M | $1.2M |
| 9 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $1.2M |
| 10 | TEXAS REGIONAL BANK TEXAS REGIONAL BANK 401(K) PLAN | HARLINGEN TX | 515 | $24.9M | $1.0M |
