Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding DFA US LARGE CO FUND I in their Schedule of Assets, totaling $20.9M 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 | SUMMIT FINANCIAL, LLC SUMMIT ADVISOR SERVICES LLC EMPLOYEE 401K PLAN | PARSIPPANY NJ | 198 | $23.0M | $6.9M |
| 2 | RHODES FINANCIAL SERVICES, LLC RHODES FINANCIAL SERVICES, LLC 401(K) PLAN | AUGUSTA GA | 178 | $27.6M | $2.4M |
| 3 | HUVEPHARMA INC. HUVEPHARMA INC 401(K) PROFIT SHARING PLAN AND TRUST |
PEACHTREE CITY GA |
| 256 |
| $45.2M |
| $1.6M |
| 4 | TEAM CYMRU, INC. TEAM CYMRU, INC. 401(K) P/S PLAN | LAKE MARY FL | 111 | $17.6M | $1.4M |
| 5 | TRILLIUM HEALTH, INC. TRILLIUM HEALTH, INC. DEFINED CONTRIBUTION PLAN | ROCHESTER NY | 235 | $20.6M | $1.2M |
| 6 | HEALTH CAROUSEL LLC HEALTH CAROUSEL LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 2,915 | $80.0M | $893K |
| 7 | DYNAMED MEDICAL RESEARCH, LP DM DM CLINICAL RESEARCH RETIREMENT TRUST | HOUSTON TX | 423 | $4.2M | $719K |
| 8 | COLUMBUS COMMUNITY HOSPITAL COLUMBUS COMMUNITY HOSPITAL 401(K) SAVINGS TRUST | COLUMBUS TX | 179 | $10.6M | $710K |
| 9 | SUNSET IMPORTS INC. SUNSET IMPORTS INC. 401(K) PLAN | BEAVERTON OR | 119 | $6.8M | $665K |
| 10 | CAPRI COMMUNITIES LLC CAPRI SENIOR COMMUNITIES RETIREMENT PLAN | WAUKESHA WI | 712 | $9.1M | $593K |
