Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Large Company Registered Investment Company in their Schedule of Assets, totaling $22.2M 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 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $11.3M |
| 2 | PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN | LODI CA | 287 | $63.1M | $10.0M |
| 3 | KBC, INC. |
OMAHA NE |
| 184 |
| $33.7M |
| $942K |
| 4 | OCTAVE HEALTH GROUP INC. OCTAVE 401(K) PLAN | SAN FRANCISCO CA | 211 | $6.6M | $47K |
