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 Vl Port Ins Registered Investment Company in their Schedule of Assets, totaling $6.7M 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 | CENTRAL PENINSULA HOSPITAL CENTRAL PENINSULA HOSPITAL RETIREMENT PLAN | SOLDOTNA AK | 1,231 | $113.0M | $3.3M |
| 2 | BRAYTON PURCELL, LLP BRAYTON PURCELL, LLP 401K RETIREMENT PLAN | NOVATO CA | 138 | $43.7M | $2.4M |
| 3 | AMERIT FLEET SOLUTIONS AMERIT FLEET SOLUTIONS 401K PLAN |
WALNUT CREEK CA |
| 3,216 |
| $36.8M |
| $461K |
| 4 | JMG INSURANCE CORP. JOHN M. GLOVER AGENCY 401K RETIREMENT PLAN | NORWALK CT | 194 | $22.2M | $273K |
| 5 | HOUSTON AREA WOMENS CENTER, INC. HOUSTON AREA WOMEN'S CENTER, INC. 401(K) PLAN | HOUSTON TX | 164 | $6.2M | $128K |
| 6 | MASON MCDUFFIE MORTGAGE CORPORATION MASON MCDUFFIE MORTGAGE CORPORATION | SAN RAMON CA | 291 | $13.9M | $114K |
| 7 | AWARE RECOVERY CARE, INC. AWARE RECOVERY CARE 401(K) SAVINGS PLAN | WALLINGFORD CT | 428 | $3.0M | $14K |
