Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dimensional Fund Advisors US Large‐Cap Value I in their Schedule of Assets, totaling $5.0M 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 | NOVO DISTRIBUTION, LLC NOVO BUILDING PRODUCTS | ZEELAND MI | 1,319 | $42.9M | $3.6M |
| 2 | KEESLER FEDERAL CREDIT UNION KEESLER FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | BILOXI MS | 169 | $21.1M | $1.1M |
| 3 | KEESLER FEDERAL CREDIT UNION KEESLER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST |
BILOXI MS |
| 787 |
| $38.4M |
| $114K |
| 4 | HOME EXPERIENCE LLC HOMEX SAVINGS PLAN | CHICAGO IL | 160 | $5.1M | $101K |
| 5 | SST GROUP, LLC SST GROUP, LLC 401(K) PLAN | BELLEVUE WA | 183 | $3.1M | $60K |
| 6 | UPPER SIOUX COMMUNITY UPPER SIOUX COMMUNITY/PRAIRIE'S EDGE CASINO RESORT 401(K) | GRANITE FALLS MN | 287 | $5.1M | $35K |
