Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding DFA INTL SMALL CAP VAL INST in their Schedule of Assets, totaling $5.9M 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 | SQUIRE & COMPANY, PC SQUIRE & COMPANY 401(K) PROFIT SHARING PLAN | OREM UT | 185 | $40.3M | $4.2M |
| 2 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $667K |
| 3 | PURE FINANCIAL ADVISORS, LLC |
SAN DIEGO CA |
| 144 |
| $19.9M |
| $140K |
| 4 | SIGNATURE ESTATE & INVESTMENT AD SIGNATURE ESTATE & INVESTMENT ADVISORS, LLC 401(K) PROFIT SHAR | LOS ANGELES CA | 178 | $16.3M | $130K |
| 5 | AAA ABC ACQUISITION, LLC AAA ABC ACQUISITION, LLC 401K PLAN | LOS ANGELES CA | 173 | $9.9M | $114K |
| 6 | OREGON BREWING COMPANY OREGON BREWING CO. 401K PROFIT SHARING PLAN | NEWPORT OR | 167 | $5.8M | $92K |
| 7 | CAREMETX, LLC CAREMETX LLC 401K PLAN | BETHESDA MD | 861 | $26.4M | $90K |
| 8 | EFFECTUS GROUP EFFECTUS GROUP 401(K) SAVINGS PLAN | SAN JOSE CA | 145 | $14.4M | $85K |
| 9 | TRI-COUNTY CHILD & FAMILY DEVELO TRI-COUNTY CHILD & FAMILY DEVELOPMENT COUNCIL, INC.401(K) | WATERLOO IA | 58 | $4.3M | $85K |
| 10 | PROTECH INDUSTRIES, INC. PROTECH INDUSTRIES, INC. 401(K) PLAN | LA VERGNE TN | 104 | $7.3M | $84K |
