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 PORT INSTL CL N/L Shares of mutual funds in their Schedule of Assets, totaling $34K 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 | ESHRAGHI NURSERIES, LLC ESHRAGHI NURSERY PROFIT SHARING PLAN | HILLSBORO OR | 130 | $3.7M | $34K |
