Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Us Large Cap Value I in their Schedule of Assets, totaling $20.3M 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 | THE CORPORATION OF WESTERN GOVERNORS UNIVERSITY WGU RETIREMENT SAVINGS PLAN | SALT LAKE CITY UT | 7,868 | $327.2M | $6.9M |
| 2 | PRIMARY CARE PARTNERS, LLC PCP/AHP/ABS 401(K) PROFIT SHARING PLAN | MORRIS PLAINS NJ | 439 | $45.1M | $3.1M |
| 3 | STATE EMPLOYEES CREDIT UNION OF NEW MEXICO |
SANTA FE NM |
| 118 |
| $21.5M |
| $3.0M |
| 4 | SOARION CREDIT UNION SOARION CREDIT UNION RETIREMENT PLAN AND TRUST | SAN ANTONIO TX | 35 | $24.2M | $2.4M |
| 5 | DUPONT COMMUNITY CREDIT UNION DUPONT COMMUNITY CREDIT UNION DEFINED BENEFIT PLAN | WAYNESBORO VA | 281 | $43.8M | $2.2M |
| 6 | UNITED BEVERAGE, INC. UBI/SEHD 401(K) PLAN | WATERLOO IA | 121 | $7.2M | $566K |
| 7 | NEIGHBORS FEDERAL CREDIT UNION NEIGHBORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | BATON ROUGE LA | 190 | $67.8M | $476K |
| 8 | BRIGHTSTAR CREDIT UNION BRIGHTSTAR CREDIT UNION 401(K) PLAN | SUNRISE FL | 165 | $12.3M | $448K |
| 9 | RUPP PFALZGRAF LLC RUPP PFALZGRAF LLC 401(K) PROFIT SHARING PLAN | BUFFALO NY | 129 | $25.9M | $271K |
| 10 | VIZZA WASH, L.P. VIZZA WASH, L. P. 401(K) PLAN | SAN ANTONIO TX | 463 | $7.0M | $235K |
