Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US Lg Cp Grth Port I Fd in their Schedule of Assets, totaling $1.0M 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 | P.G. CHAMBERS SCHOOL, INC. P.G. CHAMBERS SCHOOL 403(B) PLAN | CEDAR KNOLLS NJ | 210 | $20.5M | $866K |
| 2 | GOLDENWEST DIAMOND CORPORATION GOLDENWEST DIAMOND CORPORATION 401(K) PLAN | TUSTIN CA | 167 | $8.7M | $101K |
| 3 | FIDELITY BANK FIDELITY BANK 401(K) RETIREMENT PLAN |
MANDEVILLE LA |
| 324 |
| $33.0M |
| $58K |
| 4 | WORLEY WAREHOUSING, INC. WORLEY 401(K) PLAN | CEDAR RAPIDS IA | 140 | $13.7M | $17K |
| 5 | CONGRESSIONAL COUNTRY CLUB, INC. CONGRESSIONAL COUNTRY CLUB, INC. RETIREMENT SAVINGS PLAN | BETHESDA MD | 292 | $22.3M | $3K |
