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 VALUE Mutual funds N/A in their Schedule of Assets, totaling $165K 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 | SEATTLE ROOTS COMMUNITY HEALTH SEATTLE ROOTS COMMUNITY HEALTH 401(K) PLAN | SEATTLE WA | 287 | $24.0M | $165K |
