Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA International Small Cap Value I Registered investment company in their Schedule of Assets, totaling $5.3M 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 | SQUIRE & COMPANY, PC 401(K) PLAN SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN | OREM UT | 153 | $36.2M | $3.8M |
| 2 | ANVIL BUILDERS, INC. ANVIL BUILDERS, INC. 401(K) PROFIT SHARING PLAN | EMERYVILLE CA | 142 | $14.2M | $749K |
| 3 | HAPO COMMUNITY CREDIT UNION |
RICHLAND WA |
| 514 |
| $29.7M |
| $620K |
| 4 | BEHAVIORAL HEALTH SPECIALISTS, INC. BEHAVIORAL HEALTH SPECIALISTS RETIREMENT PLAN | NORFOLK NE | 90 | $2.6M | $95K |
