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 Portfolio, Institutional Class in their Schedule of Assets, totaling $7.6M 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 | BIRLASOFT SOLUTIONS, INC. BIRLASOFT 401(K) RETIREMENT SAVINGS PLAN | EDISON NJ | 774 | $57.0M | $4.7M |
| 2 | OTIS PRODUCTS, INC. DBA OTIS TECHNOLOGY, INC. OTIS PRODUCTS, INC. 401(K) SAFE HARBOR PLAN | LYONS FALLS NY | 98 | $13.2M | $1.3M |
| 3 | PORTEOUS, HAINKEL & JOHNSON, LLP |
NEW ORLEANS LA |
| 91 |
| $24.0M |
| $1.3M |
| 4 | REVITALIZE CAPITAL, LLC REVITALIZE CAPITAL, LLC 401(K) PLAN | CINCINNATI OH | 212 | $10.6M | $314K |
