Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA US Large Company Portfolio Instl DFA 0 in their Schedule of Assets, totaling $4.3M 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 | GREAT LAKES PHYSICIANS, P.C. GREAT LAKES PHYSICIANS, P.C. 401(K) PLAN | CHEEKTOWAGA NY | 169 | $47.9M | $1.9M |
| 2 | GREEN CONTRACTING COMPANY, INC. GREEN CONTRACTING COMPANY, INC. RETIREMENT SAVINGS PLAN | BALTIMORE MD | 73 | $18.9M | $1.8M |
| 3 | MAXIM MANAGEMENT SERVICES, LLC |
CHEEKTOWAGA NY |
| 209 |
| $26.2M |
| $464K |
| 4 | BELLA BABY PHOTOGRAPHY, LLC BELLA BABY PHOTOGRAPHY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | NAPERVILLE IL | 285 | $627K | $53K |
| 5 | SYNC RESIDENTIAL , LLC SYNC RESIDENTIAL 401(K) | HOUSTON TX | 131 | $4.0M | $13K |
| 6 | INDEPENDENCE HEALTH SYSTEMS, INC. INDEPENDENCE HEALTH SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | PERRYVILLE MO | 126 | $2.0M | $10K |
