Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 30 U.S. retirement plans report holding DFA U.S. Small Cap Value Portfolio I DFA 0 in their Schedule of Assets, totaling $11.5M 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 | LIEFF, CABRASER, HEIMANN & BERNSTEIN, LLP LIEFF, CABRASER, HEIMANN & BERNSTEIN 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 243 | $141.2M | $2.2M |
| 2 | R.A. SMITH, INC. R.A. SMITH, INC. 401(K) PLAN | BROOKFIELD WI | 211 | $55.9M | $1.7M |
| 3 | ROHDE & SCHWARZ USA, INC. ROHDE & SCHWARZ, INC. SAVINGS PLAN |
COLUMBIA MD |
| 737 |
| $210.7M |
| $1.4M |
| 4 | KW PROPERTY MANAGEMENT LLC KW PROPERTY MANAGEM LLC 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 1,922 | $25.3M | $997K |
| 5 | STOUGHTON HOSPITAL ASSOCIATION STOUGHTON HOSPITAL ASSOCIATION TAX DEFERRED ANNUITY 403(B) PLAN | STOUGHTON WI | 410 | $38.1M | $979K |
| 6 | IN-DEPTH ENGINEERING CORPORATION IN-DEPTH ENGINEERING RETIREMENT PLAN | FAIRFAX VA | 193 | $36.1M | $760K |
| 7 | SEMLER SCIENTIFIC, INC. SEMLER SCIENTIFIC, INC. RETIREMENT TRUST | SANTA CLARA CA | 79 | $7.1M | $546K |
| 8 | BRIDGEWAY CONNECTS, INC. BRIDGEWAY CONNECTS INC & SUBS RETIREMENT PLAN | MOON TOWNSHIP PA | 369 | $19.5M | $400K |
| 9 | NORTH STAR FERTILITY PARTNERS, LLC NORTH STAR FERTILITY PARTNERS, LLC 401(K) PLAN | BOSTON MA | 239 | $14.1M | $338K |
| 10 | COLUMBIA PACIFIC ADVISORS, LLC THE COLUMBIA PACIFIC 401(K) PLAN | SEATTLE WA | 66 | $14.2M | $304K |
