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 III in their Schedule of Assets, totaling $6.0M 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 | AC JOHNSTON LTD. AC JOHNSTON 401K PLAN | ROCKFORD IL | 103 | $23.3M | $3.1M |
| 2 | DEAN DORTON ALLEN FORD, PLLC DEAN DORTON ALLEN FORD, PLLC RETIREMENT PLAN | LEXINGTON KY | 539 | $85.7M | $1.7M |
| 3 | RETURNS R US RETURNS R US 401(K) PROFIT SHARING PLAN |
LIBERTYVILLE IL |
| 176 |
| $6.9M |
| $683K |
| 4 | G. O. CARLSON, INC. G. O. CARLSON, INC. EMPLOYEES 401(K) PLAN | OIL CITY PA | 257 | $20.9M | $239K |
| 5 | CBE COMPANIES, INC. CBE COMPANIES 401(K) RETIREMENT PLAN | CEDAR FALLS IA | 542 | $16.0M | $210K |
| 6 | WESTWIND LOGISTICS, LLC WESTWIND LOGISTICS, LLC 401(K) PROFIT SHARING PLAN | DES MOINES IA | 122 | $1.3M | $77K |
