Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA U.S. Small Cap Value Portfolio Institutional Class Mutual fund in their Schedule of Assets, totaling $28.6M 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 | KEURIG DR PEPPER INC. KEURIG DR PEPPER 401(K) PLAN | FRISCO TX | 21,156 | $1.9B | $21.5M |
| 2 | FENWICK & WEST LLP FENWICK & WEST LLP 401(K) RETIREMENT SAVINGS PLAN | MOUNTAIN VIEW CA | 1,130 | $686.9M | $5.6M |
| 3 | MARCUS & MILLICHAP, INC. MARCUS & MILLICHAP, INC. 401(K) PLAN |
CALABASAS CA |
| 836 |
| $67.1M |
| $378K |
| 4 | NORTHWEST FIBER LLC ZIPLY FIBER 401(K) PLAN | KIRKLAND WA | 1,757 | $174.1M | $352K |
| 5 | OB-GYN ASSOCIATES, P.C. OB-GYN ASSOCIATES, P.C. PROFIT SHARING PLAN | CEDAR RAPIDS IA | 106 | $33.5M | $328K |
| 6 | CIVIL DESIGN, INC. CDI 401(K) PLAN | ST. LOUIS MO | 144 | $12.2M | $227K |
| 7 | CANNON CORPORATION CANNON CORPORATION 401(K) PLAN | SAN LUIS OBISPO CA | 153 | $21.8M | $107K |
| 8 | CONSENSYS SOFTWARE INC. CONSENSYS SOFTWARE INC. 401(K) PLAN | FORT WORTH TX | 291 | $11.5M | $62K |
| 9 | DELINEA INC. DELINEA INC. 401(K) PLAN | SAN FRANCISCO CA | 724 | $78.2M | $47K |
