Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA DFA US Small Cap Value in their Schedule of Assets, totaling $4.9M 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 | IRIDIUM SATELLITE, LLC IRIDIUM SATELLITE 401(K) PLAN | TEMPE AZ | 1,015 | $173.5M | $3.1M |
| 2 | TRIJICON, INC. TRIJICON, INC. 401(K) PROFIT SHARING PLAN AND TRUST | WIXOM MI | 522 | $60.3M | $1.5M |
| 3 | MVB BANK, INC. MVB BANK, INC. 401(K) RETIREMENT PLAN |
BRIDGEPORT WV |
| 445 |
| $41.3M |
| $304K |
| 4 | THE POOL AND SPA DEPOT LLC THE POOL AND SPA DEPOT LLC 401(K) PLAN | LAVERGNE TN | 130 | $2.4M | $4K |
