Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA Us Large Cap Value Portfolio Mutual Fund in their Schedule of Assets, totaling $7.8M 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 | MPT OPERATING PARTNERSHIP, L.P. MPT OPERATING PARTNERSHIP, L.P. 401(K) PLAN | BIRMINGHAM AL | 103 | $27.4M | $2.4M |
| 2 | WINDHAM BRANNON, LLC WINDHAM BRANNON, LLC 401(K) RETIREMENT PLAN | ATLANTA GA | 235 | $44.1M | $2.3M |
| 3 | TRI-CENTURY EYE CARE, P.C. TRI-CENTURY EYE CARE, P.C. 401(K) PROFIT SHARING PLAN |
SOUTHAMPTON PA |
| 89 |
| $22.2M |
| $1.5M |
| 4 | UNITED WAY MIAMI, INC. UNITED WAY MIAMI 401(K) PLAN | MIAMI FL | 223 | $12.9M | $1.1M |
| 5 | SUN MAR HEALTHCARE SUN MAR HEALTHCARE 401(K) PLAN | BREA CA | 5,463 | $12.9M | $313K |
| 6 | MAUMEE VALLEY COUNTRY DAY SCHOOL MAUMEE VALLEY COUNTRY DAY SCHOOL DC RETIREMENT PLAN | TOLEDO OH | 125 | $18.6M | $86K |
| 7 | PORT TERMINAL RAILROAD ASSOCIATION PORT TERMINAL RAILROAD ASSOCIATION THRIFT PLAN | HOUSTON TX | 276 | $20.6M | $41K |
| 8 | UDIG, LLC UDIG EMPLOYEES RETIREMENT PLAN | HENRICO VA | 81 | $11.1M | $30K |
| 9 | FIN FEATHER FUR OUTFITTERS INC. FIN FEATHER FUR OUTFITTERS PROFIT SHARING 401K PLAN | ASHLAND OH | 177 | $6.2M | $15K |
| 10 | JON WAYNE HEATING & AIR CONDITIONING, LTD. JON WAYNE HEATING & AIR CONDITIONING, LTD. 401(K) PLAN | SAN ANTONIO TX | 255 | $3.6M | $9K |
