Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Large Cap Value Portfolio in their Schedule of Assets, totaling $3.7M 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 | ARKANSAS FEDERAL CREDIT UNION ARKANSAS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | LITTLE ROCK AR | 296 | $42.7M | $2.6M |
| 2 | SOMFY SYSTEMS, INC. SOMFY SYSTEMS, INC. EMPLOYEES PROFIT SHARING PLAN | DAYTON NJ | 146 | $40.9M | $678K |
| 3 | THE SOLOMON-PAGE GROUP, LLC |
NEW YORK NY |
| 648 |
| $45.6M |
| $238K |
| 4 | TOPSIDE FEDERAL CREDIT UNION TOPSIDE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | DAHLGREN VA | 0 | $0 | $165K |
| 5 | UTILITIES & INDUSTRIES MANAGEMENT CORP 401(K) PLAN FOR EES OF UTILITIES & INDUSTRIES MGT. CORP. & AFFILIATES | BROOKLYN NY | 196 | $15.9M | $51K |
| 6 | INDUSTRIAL HARD CHROME, LTD. INDUSTRIAL HARD CHROME, LTD. 401(K) RETIREMENT PLAN AND TRUST | GENEVA IL | 102 | $16.2M | $5K |
