Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors US Large Cap Value in their Schedule of Assets, totaling $10.5M 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 | HUITT-ZOLLARS, INC. HUITT-ZOLLARS, INC. EMPLOYEE RETIREMENT PLAN & TRUST | DALLAS TX | 522 | $78.6M | $5.2M |
| 2 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $4.0M |
| 3 | FAIRBANKS NATIVE ASSOCIATION, INC. FAIRBANKS NATIVE ASSOCIATION PROFIT SHARING PLAN |
FAIRBANKS AK |
| 159 |
| $10.0M |
| $1.2M |
| 4 | WILLBANKS METALS INC WILLBANKS METALS INC 401(K) PROFIT SHARING PLAN & TRUST | FORT WORTH TX | 164 | $3.4M | $3K |
