Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA International Small Cap Value Mutual fund in their Schedule of Assets, totaling $3.9M 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 | TMP TECHNOLOGIES, INC. TMP TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 170 | $17.5M | $968K |
| 2 | NEWMEYER & DILLION, LLP NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN | NEWPORT BEACH CA | 97 | $43.5M | $834K |
| 3 | LENDERS PROTECTION, LLC THE LENDERS PROTECTION EMPLOYEE 401(K) PLAN | AUSTIN TX | 203 | $16.0M | $747K |
| 4 | SUSMAN, TISDALE, GAYLE ARCHITECTS, DBA STG DESIGN, INC. STG DESIGN PROFIT SHARING 401(K) PLAN | AUSTIN TX | 80 | $14.1M | $708K |
| 5 | MERCER ADVISORS, INC. MERCER ADVISORS INC. 401(K) PLAN | DENVER CO | 1,182 | $145.3M | $240K |
| 6 | INNOVATIVE REFRIGERATION SYSTEMS, INC. INNOVATIVE REFRIGERATION SYSTEMS, INC. 401K PLAN | LYNDHURST VA | 407 | $37.1M | $218K |
| 7 | COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN | MASHPEE MA | 235 | $17.1M | $166K |
