Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Investments US Small Cap Value Portfolio Institutional Class Fund in their Schedule of Assets, totaling $595K 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 | JRACK HOLDINGS INC. JRACK HOLDINGS, INC. PROFIT SHARING PLAN | FRANKLIN PARK IL | 356 | $95.7M | $595K |
