Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional DFA U.S. Large-Cap Value Portfolio Institutional Class in their Schedule of Assets, totaling $418K 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 | JOINT RESEARCH AND DEVELOPMENT, LLC JOINT RESEARCH AND DEVELOPMENT, LLC EMPLOYEES' RETIREMENT PLAN | STAFFORD VA | 191 | $22.7M | $308K |
| 2 | SIKORSKY FINANCIAL CREDIT UNION SIKORSKY FINANCIAL CREDIT UNION 401(K) SAVINGS PLAN | STRATFORD CT | 138 | $24.6M | $110K |
