Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Hi Relatv Profitability Instl in their Schedule of Assets, totaling $1.9M 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 | PETROLEUM TRADERS CORPORATION PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST | FORT WAYNE IN | 103 | $13.0M | $680K |
| 2 | SUPPLYCORE INC. SUPPLYCORE INC. 401(K) PROFIT SHARING PLAN | ROCKFORD IL | 164 | $16.1M | $665K |
| 3 | L. C. WHITFORD CO., INC. L. C. WHITFORD CO., INC. 401(K) PLAN |
WELLSVILLE NY |
| 149 |
| $12.3M |
| $574K |
