Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA U.S. Vector Equity Portfolio Institutional Class Mutual fund - in their Schedule of Assets, totaling $2.4M 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 | RHODE ISLAND NOVELTY RHODE ISLAND NOVELTY 401(K) PROFIT SHARING PLAN & TRUST | FALL RIVER MA | 170 | $21.1M | $1.2M |
| 2 | HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC 401K PLAN | WEST POINT GA | 1,428 | $7.7M | $533K |
| 3 | JULY BUSINESS SERVICES |
WACO TX |
| 4,752 |
| $52.9M |
| $379K |
| 4 | THARANCO GROUP, INC. THARANCO GROUP, INC. 401(K) PLAN | SECAUCUS NJ | 333 | $14.1M | $118K |
| 5 | MOTHER LLC MOTHER LLC 401(K) PROFIT SHARING PLAN & TRUST | VERNON CA | 157 | $6.6M | $77K |
| 6 | SOURCE 4 SOLUTIONS LLC SOURCE 4 SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | KNOXVILLE TN | 111,388 | $10.2M | $53K |
| 7 | PILOT WATER SOLUTIONS LLC PILOT WATER SOLUTIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 210 | $4.8M | $28K |
| 8 | NATIONAL ENERGY CONTROL SERVICES, INC. FUHS EMPLOYEES' 401(K) PLAN | JASPER IN | 345 | $9.1M | $18K |
