Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA US LG CAP GROWTH PORT INST in their Schedule of Assets, totaling $11.3M 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 | PRIVATE CLIENT SELECT INSURANCE PRIVATE CLIENT SELECT INSURANCE SERVICES LLC 401(K) RETIREMENT | BERKELEY HEIGHTS NJ | 422 | $87.0M | $7.2M |
| 2 | GENERAL TOOL INC GENERAL TOOL 401(K) PLAN | IRVINE CA | 133 | $7.0M | $1.5M |
| 3 | DALE CARNEGIE & ASSOCIATES, INC. DALE CARNEGIE & ASSOCIATES, INC. SAVINGS AND INVESTMENT PLAN |
MELVILLE NY |
| 62 |
| $16.1M |
| $1.1M |
| 4 | SUNLESS, INC SUNLESS, INC 401(K) PROFIT SHARING PLAN AND TRUST | MACEDONIA OH | 109 | $3.7M | $494K |
| 5 | ENDEMOL USA, INC. ENDEMOL USA, INC. 401(K) P/S PLAN | NORTH HOLLYWOOD CA | 132 | $30.5M | $319K |
| 6 | SPORTSCARE INSTITUTE INC. SPORTSCARE 401(K) PLAN | EAST HANOVER NJ | 289 | $14.2M | $280K |
| 7 | ADVENIR LIVING, LLC ADVENIR 401(K) PLAN | AVENTURA FL | 268 | $5.0M | $221K |
| 8 | INDUSTRIAL PACKAGING SUPPLIES INDUSTRIAL PACKAGING SUPPLIES, INC. 401(K) PROFIT SHARING PLAN | GREENVILLE SC | 205 | $15.5M | $120K |
| 9 | THE ARC OF SOMERSET COUNTY, INC THE ARC OF SOMERSET COUNTY, INC RETIREMENT PLAN | MANVILLE NJ | 262 | $9.1M | $94K |
| 10 | MOTIONPOINT CORPORATION FSA MOTIONPOINT CORPORATION FSA 401(K) PROFIT SHARING PLAN AND T | COCONUT CREEK FL | 81 | $11.3M | $41K |
