Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Large Cap Value I Fund in their Schedule of Assets, totaling $12.6M 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 | PRINCIPAL LIFE INSURANCE COMPANY PRINCIPAL EASE 401(K) PLAN | DES MOINES IA | 161,040 | $650.9M | $9.8M |
| 2 | UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK 403(B) THRIFT PLAN FOR UNIVERSITY SETTLEMENT SOCIETY OF NEW YORK | NEW YORK NY | 680 | $26.4M | $2.0M |
| 3 | PURFLUX USA, INC. PURFLUX USA, INC. 401(K) PLAN |
PRICHARD WV |
| 322 |
| $4.6M |
| $412K |
| 4 | JOHN KNOX VILLAGE OF FLORIDA, INC. JOHN KNOX VILLAGE OF FLORIDA, INC. 403(B) PLAN | POMPANO BEACH FL | 483 | $6.5M | $217K |
| 5 | JOHN KNOX VILLAGE OF FLORIDA, INC. JOHN KNOX VILLAGE OF FLORIDA, INC. 401(K) RETIREMENT PLAN | POMPANO BEACH FL | 218 | $5.5M | $190K |
