Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA US LG CAP VAL Mutual Fund in their Schedule of Assets, totaling $7.7M 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 | GRAND CANYON EDUCATION, INC. GRAND CANYON EDUCATION EMPLOYEES 401(K) PLAN | PHOENIX AZ | 4,745 | $191.7M | $3.5M |
| 2 | GRAND CANYON UNIVERSITY GRAND CANYON UNIVERSITY EMPLOYEES 401(K) PLAN | PHOENIX AZ | 8,221 | $158.3M | $2.0M |
| 3 | HEILIND ELECTRONICS, INC. HEILIND ELECTRONICS, INC. 401(K) PLAN |
WILMINGTON MA |
| 1,012 |
| $68.2M |
| $983K |
| 4 | FONTAINEBLEAU DEVELOPMENT LLC FONTAINEBLEAU FLORIDA HOTEL 401(K) PLAN | MIAMI BEACH FL | 882 | $29.2M | $397K |
| 5 | PUGET CONSUMERS CO-OP DBA PCC COMMUNITY MARKETS PUGET CONSUMERS' CO-OP UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 1,120 | $17.9M | $347K |
| 6 | NATIONAL CAPITOL CONTRACTING, LLC NATIONAL CAPITOL CONTRACTING, LLC 401(K) PLAN | MC LEAN VA | 171 | $7.3M | $269K |
| 7 | SEALY AND COMPANY LLC SEALY AND COMPANY LLC 401(K) RETIREMENT PLAN | SHREVEPORT LA | 130 | $14.0M | $203K |
| 8 | FOSTER LLP FOSTER LLP 401(K) PLAN | HOUSTON TX | 110 | $21.7M | $21K |
