Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA DFA U.S. Small Cap Value Portfolio Institutional Cl in their Schedule of Assets, totaling $406K 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 | HARDWOODS SPECIALTY PRODUCTS US LP A DELAWARE LIMITED PARTNERSHIP HARDWOODS SPECIALTY PRODUCTS 401(K) RETIREMENT SAVINGS PLAN | — | 564 | $35.8M | $406K |
