Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors U.S. Large Cap Value Portfolio—Institutional Class in their Schedule of Assets, totaling $4.4M 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 | THE PROVIDENCE COMMUNITY HEALTH CEN THE PROVIDENCE COMMUNITY HEALTH CENTERS, INC | PROVIDENCE RI | 634 | $99.8M | $2.9M |
| 2 | FORT MCDOWELL YAVAPAI NATION FORT MCDOWELL YAVAPAI NATION RETIREMENT PLAN | FOUNTAIN HILLS AZ | 1,188 | $66.1M | $1.0M |
| 3 | UCKELE HEALTH & NUTRITION, INC. |
BLISSFIELD MI |
| 255 |
| $5.6M |
| $397K |
| 4 | THUNDERBIRD, LLC THUNDERBIRD, LLC 401(K) PLAN | OAK BROOK IL | 682 | $14.4M | $81K |
