Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding 7 Charles Schwab Trust Bank DFA International Small Cap Value Portfolio in their Schedule of Assets, totaling $16K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PHOENIX ART MUSEUM PHOENIX ART MUSEUM 401(K) PLAN | PHOENIX AZ | 155 | $3.9M | $16K |
