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 Portfolio Institutional Class Registered Investment Company in their Schedule of Assets, totaling $615K 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 | NETDOCUMENTS SOFTWARE, INC. NETDOCUMENTS SOFTWARE, INC. 401(K) PLAN | LEHI UT | 374 | $21.9M | $394K |
| 2 | THE CENTER THE CENTER 401(K) PLAN | BEND OR | 360 | $50.5M | $192K |
| 3 | MUNICIPAL OPERATIONS & CONSULT MUNICIPAL OPERATIONS & CONSULT 401(K) PROFIT SHARING PLAN & TRUST |
CYPRESS TX |
| 192 |
| $6.6M |
| $15K |
| 4 | WORK TRUCK SOLUTIONS INC WORK TRUCK SOLUTIONS INC 401(K) PROFIT SHARING PLAN & TRUST | CHICO CA | 104 | $4.4M | $14K |
