Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Large Cap Value Port Instl Mutual Fund in their Schedule of Assets, totaling $29.0M 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 | JOY CONE CO. JOY CONE CO. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,230 | $142.2M | $24.3M |
| 2 | GOPRO, INC. GOPRO 401(K) PLAN | SAN MATEO CA | 379 | $117.5M | $3.7M |
| 3 | UNIVERSITY CHILD DEVELOPMENT SCHOOL UNIVERSITY CHILD DEVELOPMENT SCHOOL 403(B) PLAN |
SEATTLE WA |
| 108 |
| $20.9M |
| $658K |
| 4 | BAY AREA COMMUNITY SERVICES, INC. BAY AREA COMMUNITY SERVICES 403(B) PLAN | OAKLAND CA | 643 | $8.0M | $321K |
