Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA U.S. Small Cap Value Mutual funds in their Schedule of Assets, totaling $205K 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 | RAYNER LLC RAYNER LLC 401(K) PLAN | MEMPHIS TN | 87 | $4.6M | $157K |
| 2 | 300 STEWART AVENUE CORPORATION. THE 300 STEWART AVENUE CORPORATION 401(K) PLAN | LAS VEGAS NV | 166 | $4.8M | $48K |