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 Portfolio Institutional Class Mutual fund in their Schedule of Assets, totaling $5.9M 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 | FENWICK & WEST LLP FENWICK & WEST LLP PARTNERS' PENSION PLAN II | MOUNTAIN VIEW CA | 150 | $59.9M | $5.4M |
| 2 | AVIATION SECURITY MANAGEMENT, LLC AVIATION SECURITY MANAGEMENT, LLC 401(K) PLAN | DUMFRIES VA | 254 | $6.5M | $434K |
| 3 | WOODBURN NURSERY & AZALEAS, INC. |
WOODBURN OR |
| 134 |
| $18.8M |
| $34K |
