Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Small Cap Value Portfolio " in their Schedule of Assets, totaling $1.2M 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 | LAKE TRUST CREDIT UNION LAKE TRUST CREDIT UNION 401(K) PLAN | BRIGHTON MI | 499 | $53.0M | $475K |
| 2 | ORSTED NORTH AMERICA INC. ORSTED NORTH AMERICA INC. 401(K) PLAN | BOSTON MA | 704 | $64.6M | $419K |
| 3 | ABSCI CORPORATION ABSCI CORPORATION 401(K) PLAN |
VANCOUVER WA |
| 139 |
| $13.7M |
| $187K |
| 4 | BARASCH & MCGARRY, P.C. DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC CASH BALANCE PLAN | NEW YORK NY | 146 | $15.1M | $145K |
