Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Large Cap Value I Fd in their Schedule of Assets, totaling $2.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COUSINS EMPLOYEES, LLC COUSINS PROPERTIES RETIREMENT SAVINGS PLAN | ATLANTA GA | 324 | $51.1M | $988K |
| 2 | FOUR WINDS, INC. FOUR WINDS 401(K) SAVINGS AND INVESTMENT PLAN | KATONAH NY | 977 | $42.2M | $416K |
| 3 | BANK OF IDAHO HOLDING COMPANY BANK OF IDAHO 401(K) PLAN |
IDAHO FALLS ID |
| 200 |
| $9.9M |
| $408K |
| 4 | 777 PARTNERS LLC 777 PARTNERS LLC 401(K) PLAN | MIAMI FL | 859 | $21.1M | $271K |
| 5 | HABITAT AMERICA, LLC HABITAT AMERICA, LLC 401(K) PLAN | ANNAPOLIS MD | 208 | $5.2M | $34K |
| 6 | MIKE HOOKS, L.L.C. MIKE HOOKS, L.L.C. 401(K) | WEST LAKE LA | 154 | $6.6M | $20K |
| 7 | THE BIZZELL GROUP, LLC DBA BIZZELL US THE BIZZELL GROUP, LLC RETIREMENT PLAN | NEW CARROLLTON MD | 298 | $3.5M | $20K |
| 8 | HARRISON ENTERPRISES HARRISON ENTERPRISES 401(K) PLAN | COATESVILLE PA | 295 | $2.3M | $1K |
