Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA U.S. Small Cap Portfolio Institutional Fund Mutual fund A in their Schedule of Assets, totaling $17.6M 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 | PROTECTIVE LIFE CORPORATION PROTECTIVE LIFE CORPORATION 401(K) PLAN | BIRMINGHAM AL | 3,778 | $695.4M | $17.6M |
