Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding American Funds New World Fund 2 units 154 * DFA International Small Cap Value 5 units 156 * DFA U.S. Small Cap Fund 6 units 403 * High Yield Fund 3,004 units in their Schedule of Assets, totaling $39K 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 | LEN STOLER, INC. LEN STOLER, INC. 401(K) PLAN | OWINGS MILLS MD | 0 | $0 | $39K |
