Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA DFA US Small Cap Value I - in their Schedule of Assets, totaling $7.5M 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 | TOLEDO CLINIC, INC. TOLEDO CLINIC, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN AND TRUST | TOLEDO OH | 1,520 | $261.0M | $4.7M |
| 2 | NASA FEDERAL CREDIT UNION NASA FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN & TRUST | BOWIE MD | 399 | $71.7M | $1.8M |
| 3 | AMERICAN ENTERPRISE INSTITUTE |
WASHINGTON DC |
| 359 |
| $100.3M |
| $484K |
| 4 | SOMOS, INC. SOMOS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | EAST BRUNSWICK NJ | 151 | $27.5M | $185K |
| 5 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $88K |
| 6 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $86K |
| 7 | AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE, INC. DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE, INC. | NEW YORK NY | 73 | $21.1M | $47K |
| 8 | CONTI SERVICE, LLC CONTI SERVICE, LLC MEP 401(K) PLAN | STERLING HEIGHTS MI | 719 | $29.4M | $25K |
| 9 | SCELZI ENTERPRISES, INC. SCELZI ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | FRESNO CA | 450 | $7.6M | $6K |
| 10 | UMATILLA-MORROW HEAD START, INC. UMATILLA-MORROW HEAD START, INC. 403(B) PLAN | HERMISTON OR | 208 | $6.2M | $6K |
