Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Lg Cap Val Mutual funds in their Schedule of Assets, totaling $643K 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 | D.B. ROBERTS, INC. D. B. ROBERTS, INC. 401(K) PLAN | WILMINGTON MA | 334 | $20.7M | $289K |
| 2 | PLEXIUM, INC. PLEXIUM, INC. 401(K) PLAN | SAN DIEGO CA | 68 | $6.1M | $246K |
| 3 | NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, NORMAN S. WRIGHT CLIMATEC MECHANICAL EQUIPMENT OF SOUTHERN CALIFORNIA, LLC 401(K) PLAN |
ANAHEIM CA |
| 176 |
| $19.0M |
| $108K |
