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 Company in their Schedule of Assets, totaling $6.7M 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 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $5.1M |
| 2 | FAIRBANKS NATIVE ASSOCIATION, INC. FAIRBANKS NATIVE ASSOCIATION PROFIT SHARING PLAN | FAIRBANKS AK | 159 | $10.0M | $1.1M |
| 3 | CORUS INTERNATIONAL INC. CORUS INTERNATIONAL INC. 403B PLAN |
WASHINGTON DC |
| 165 |
| $28.3M |
| $413K |
| 4 | INDEPENDENT HEALTHCARE PROPERTIES, LLC INDEPENDENT HEALTHCARE PROPERTIES, LLC 401(K) PROFIT SHARING PLAN | OOLTEWAH TN | 2,584 | $11.9M | $74K |