Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Large Co Port Inst Registered Investment Company in their Schedule of Assets, totaling $5.1M 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 | CHILDREN'S CLINIC, P.C., D/B/A THE CHILDRENS CLINIC PC CHILDREN'S CLINIC, P.C. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 105 | $41.6M | $3.8M |
| 2 | UMBRA LAB, INC. UMBRA LAB, INC. RETIREMENT TRUST | SANTA BARBARA CA | 147 | $7.4M | $763K |
| 3 | SEATTLE INDIAN HEALTH BOARD |
SEATTLE WA |
| 220 |
| $14.1M |
| $579K |
