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 Portfolio I Registered Investment Company in their Schedule of Assets, totaling $296K 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 | LTI TECHNOLOGY SOLUTIONS LTI TECHNOLOGY SOLUTIONS 401(K) PROFIT SHARING PLAN & TRUST | OMAHA NE | 131 | $17.9M | $296K |
