Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Large Cap Value Port Instl in their Schedule of Assets, totaling $2.5M 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 | BRONDES FORD, INC. BRONDES FORD 401(K) PLAN | TOLEDO OH | 244 | $14.7M | $1.3M |
| 2 | TARDITI, INC. TARDITI, INC. 401(K) PROFIT SHARING PLAN | LODI CA | 96 | $7.5M | $542K |
| 3 | ANTONINI FREIGHT EXPRESS, INC. ANTONINI FREIGHT EXPRESS, INC. 401(K) & PROFIT SHARING PLAN |
STOCKTON CA |
| 113 |
| $8.5M |
| $485K |
| 4 | CHILDREN'S HOME OF STOCKTON CHILDREN'S HOME OF STOCKTON 401(K) PROFIT SHARING PLAN | STOCKTON CA | 56 | $3.4M | $208K |