Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA US Large Cap Value Portfolio in their Schedule of Assets, totaling $12.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | M. ARTHUR GENSLER JR. & ASSOCIATES, INC. GENSLER PROFIT SHARING PLAN | SAN FRANCISCO CA | 4,091 | $354.4M | $10.6M |
| 2 | SLEEPY HOLLOW COUNTRY CLUB SLEEPY HOLLOW COUNTRY CLUB EMPLOYEES' PENSION PLAN | SCARBOROUGH NY | 82 | $7.7M | $984K |
| 3 | LABORIE MEDICAL TECHNOLOGIES CORPORATION |
PORTSMOUTH NH |
| 876 |
| $66.2M |
| $486K |
| 4 | SEYMOUR MIDWEST LLC SEYMOUR-MIDWEST RETIREMENT PLAN | WARSAW IN | 105 | $4.0M | $445K |
| 5 | HANSEN PLASTICS CORPORATION HANSEN PLASTICS CORPORATION 401(K) PLAN | ELGIN IL | 92 | $2.5M | $107K |
| 6 | JOHANNA FOODS, INC. JOHANNA FOODS, INC. LACTO DIVISION (LOCAL 152 EMPLOYEES) SVGS AND INV PLAN | FLEMINGTON NJ | 135 | $5.1M | $68K |
| 7 | VALUEMOMENTUM, INC. VALUEMOMENTUM 401(K) PLAN | PISCATAWAY NJ | 626 | $42.6M | $3K |
