Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Dfa International Small Cap Value I in their Schedule of Assets, totaling $270K 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 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $92K |
| 2 | ICAPITAL NETWORK, INC. ICAPITAL NETWORK, INC. 401(K) PLAN | NEW YORK NY | 1,268 | $85.4M | $85K |
| 3 | PCS RETIREMENT, LLC FIDUCIARY SERVICES GROUP 401(K) PLAN |
WILMINGTON DE |
| 429 |
| $30.3M |
| $80K |
| 4 | CAIRE, INC. CAIRE, INC. 401(K) PLAN | BALL GROUND GA | 432 | $41.1M | $14K |
