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 port instl ** in their Schedule of Assets, totaling $2.6M 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 | PUEBLO OF SANDIA PUEBLO OF SANDIA COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST | ALBUQUERQUE NM | 1,239 | $51.9M | $1.1M |
| 2 | KELLY BOX AND PACKAGING CORP. KELLY BOX AND PACKAGING CORP. 401(K) SAVINGS PLAN | FORT WAYNE IN | 133 | $8.4M | $657K |
| 3 | JEFFREYM CONSULTING, LLC |
SEATTLE WA |
| 266 |
| $15.6M |
| $609K |
| 4 | GRIMSHAW SERVICES (USA) INC. GRIMSHAW ARCHITECTS 401(K) RETIREMENT PLAN | NEW YORK NY | 99 | $12.2M | $228K |
| 5 | GRADIENT LEARNING TLP EDUCATION 403(B) PLAN | LOS ANGELES CA | 93 | $5.6M | $34K |
