Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA US Large Company I ** in their Schedule of Assets, totaling $14.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN | FLUSHING NY | 845 | $53.9M | $5.9M |
| 2 | SRF CONSULTING GROUP, INC. SRF CONSULTING, INC. PROFIT SHARING PLAN | MINNEAPOLIS MN | 379 | $90.0M | $3.6M |
| 3 | L. C. WHITFORD CO., INC. L. C. WHITFORD CO., INC. 401(K) PLAN |
WELLSVILLE NY |
| 149 |
| $12.3M |
| $2.1M |
| 4 | COMMUNITY FIRST BANCORPORATION COMMUNITY FIRST BANCORPORATION, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | KENNEWICK WA | 140 | $21.1M | $1.2M |
| 5 | FAIRFIELD GOURMET CORPORATION DAVID'S COOKIES / COOKIE CUPBOARD 401(K) PLAN | CEDAR GROVE NJ | 501 | $7.3M | $931K |
| 6 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN | LINCOLN RI | 503 | $26.0M | $508K |
| 7 | J. ARTHUR TRUDEAU MEMORIAL CENTER 403(B) THRIFT PLAN OF J. ARTHUR TRUDEAU MEMORIAL CENTER | WARWICK RI | 333 | $12.8M | $190K |
| 8 | NATIONAL RARITIES LLC NATIONAL RARITIES LLC 401(K) PLAN | SAINT LOUIS MO | 196 | $2.7M | $164K |
| 9 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. PREVAILING WAGE PLAN | LINCOLN RI | 735 | $6.2M | $54K |
