Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA U.S. Small-Cap Value Portfolio Registered Investment Company in their Schedule of Assets, totaling $1.0M 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 | SANDBERG, PHOENIX & VON GONTARD P.C SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN | ST. LOUIS MO | 365 | $92.9M | $865K |
| 2 | NORTHWESTERN INDIANA TELEPHONE COMPANY NW INDIANA TELCO 401(K) PLAN | HEBRON IN | 124 | $6.9M | $184K |
