Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Large Company I Registered Investment Company in their Schedule of Assets, totaling $3.0M 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 | OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC 401(K) PLAN | OLYMPIA WA | 376 | $52.8M | $2.2M |
| 2 | DIENTES COMMUNITY DENTAL CARE DIENTES COMMUNITY DENTAL CARE 403(B) PLAN | SANTA CRUZ CA | 126 | $3.8M | $647K |
| 3 | BEHAVIORAL HEALTH SPECIALISTS, INC. |
NORFOLK NE |
| 90 |
| $2.6M |
| $153K |
