Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US LG CAP VAL in their Schedule of Assets, totaling $2.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUMMIT GROUP, LLC SUMMIT GROUP, LLC 401(K) PLAN | SILVER SPRING MD | 100 | $18.9M | $1.7M |
| 2 | ASPIRE MRO, LLC ASPIRE MRO, LLC 401K PLAN | FT WORTH TX | 238 | $12.2M | $309K |
| 3 | SILKROAD TECHNOLOGY, INC. SILKROAD TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN & TRUST |
CHICAGO IL |
| 93 |
| $17.4M |
| $218K |
| 4 | WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL, INC. WESTERN DAIRYLAND ECONOMIC OPPORTUNITY COUNCIL INC. RETIREMENT PLAN | INDEPENDENCE WI | 169 | $11.4M | $217K |
