Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors DFA Us Large Cap Value Iii in their Schedule of Assets, totaling $4.5M 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 | ASSOCIATION MANAGEMENT CENTER, INC. ASSOCIATION MANAGEMENT CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 148 | $22.0M | $3.1M |
| 2 | HORNE LLP HORNE LLP PROFIT SHARING PLAN | RIDGELAND MS | 1,287 | $107.8M | $1.2M |
| 3 | CREATIVE CONSULTING SERVICES, INC. |
WINDER GA |
| 111 |
| $5.2M |
| $161K |
