Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional DFA US Lg Cap Val I in their Schedule of Assets, totaling $12.9M 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 | MATERIAL SCIENCES CORPORATION MATERIAL SCIENCES CORPORATION SAVINGS AND INVESTMENT PLAN | ELK GROVE VILLAGE IL | 249 | $55.1M | $5.8M |
| 2 | SPINS LLC SPINS 401(K) PLAN | CHICAGO IL | 419 | $39.4M | $3.3M |
| 3 | FLOYD HEALTHCARE MANAGEMENT FLOYD HEALTHCARE MANAGEMENT, INC. 401(K) RETIREMENT PLAN |
ROME GA |
| 3,950 |
| $205.2M |
| $2.3M |
| 4 | FRESH DIRECT HOLDINGS, INC. FRESH DIRECT 401(K) PLAN | BRONX NY | 347 | $45.6M | $959K |
| 5 | SEMCO LLC SEMCO LLC 401(K) PLAN | COLUMBIA MO | 257 | $15.6M | $463K |
| 6 | FRESH DIRECT HOLDINGS, INC UTF TRUCKING BARGAINING UNIT 401K | BRONX NY | 749 | $15.9M | $34K |
| 7 | GUILD OF ST. AGNES OF WORCESTER, INC GUILD OF ST. AGNES OF WORCESTER, INC 401(K) PLAN | WORCESTER MA | 304 | $10.5M | $19K |
