Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Vector Equity Portfolio Institutional Class " in their Schedule of Assets, totaling $958K 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 | INTERACTIONS, LLC INTERACTIONS, LLC 401(K) PLAN | FRANKLIN MA | 199 | $37.5M | $463K |
| 2 | ABRY PARTNERS III, LLC ABRY PARTNERS III, LLC 401(K) PLAN | BOSTON MA | 96 | $42.0M | $406K |
| 3 | DOLPHIN ENTERTAINMENT INC DOLPHIN ENTERTAINMENT INC 401(K) PROFIT SHARING PLAN AND TRUST |
CORAL GABLES FL |
| 263 |
| $19.1M |
| $79K |
| 4 | BOSTON SEMI EQUIPMENT LLC BOSTON SEMI EQUIPMENT LLC 401K PROFIT SHARING PLAN AND TRUST | LITTLETON MA | 57 | $8.1M | $9K |