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 in their Schedule of Assets, totaling $7.7M 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 | HOGANTAYLOR LLP HOGANTAYLOR LLP 401(K) PROFIT SHARING PLAN | TULSA OK | 360 | $72.9M | $3.8M |
| 2 | WEBCO INDUSTRIES, INC. WEBCO INDUSTRIES, INC. EMPLOYEE INVESTMENT PLAN | SAND SPRINGS OK | 1,383 | $99.9M | $2.3M |
| 3 | ARROW DRILLERS, INC. ARROW DRILLERS, INC. 401(K) PROFIT SHARING PLAN |
SACRAMENTO CA |
| 150 |
| $14.3M |
| $1.3M |
| 4 | WYANDOTTE TRIBE OF OKLAHOMA, A FEDERALLY CHARTERED CORPORATION WYANDOTTE TRIBAL CORPORATION 401(K) PLAN | WYANDOTTE OK | 710 | $13.6M | $252K |
