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 Mutual fund in their Schedule of Assets, totaling $30.9M 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 | THALES USA, INC. THALES INCENTIVE 401(K) SAVINGS PLAN | ARLINGTON VA | 4,907 | $1.6B | $24.0M |
| 2 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. MACOM TECHNOLOGY SOLUTIONS HOLDINGS, INC. 401(K) PLAN | LOWELL MA | 1,273 | $277.0M | $4.4M |
| 3 | THE PROFESSIONAL BASKETBALL CLUB, LLC |
OKLAHOMA CITY OK |
| 196 |
| $34.0M |
| $1.5M |
| 4 | AMPHENOL CORPORATION SSI TECHNOLOGIES, LLC SAVINGS AND RETIREMENT PLAN | JANESVILLE WI | 271 | $42.2M | $441K |
| 5 | SCRIPTPRO LLC SCRIPTPRO LLC 401(K) PLAN | MISSION KS | 710 | $109.6M | $317K |
| 6 | LIBERTY LIFT SOLUTIONS LLC LIBERTY LIFT SOLUTIONS, LLC 401(K) PLAN | HOUSTON TX | 668 | $22.7M | $81K |
| 7 | KESWICK MULTI-CARE CENTER, INC. KESWICK MULTI-CARE CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | BALTIMORE MD | 252 | $17.7M | $74K |
| 8 | HELION ENERGY, INC. HELION ENERGY RETIREMENT TRUST | EVERETT WA | 310 | $7.9M | $25K |
| 9 | SEEMANN COMPOSITES, LLC SEEMANN COMPOSITES, LLC 401(K) PLAN | GULFPORT MS | 219 | $21.5M | $15K |
