Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA U.S. S/C Value Portfolio Registered investment company n/a n/a n/a n/a in their Schedule of Assets, totaling $971K 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 | GROTON SCHOOL GROTON SCHOOL DEFINED BENEFIT PLAN | GROTON MA | 72 | $25.1M | $971K |
