Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA US Small Cap Port Inst Mutual Fund N/A in their Schedule of Assets, totaling $1.1M 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 | PBMARES LLP PBMARES 401(K) PLAN | NEWPORT NEWS VA | 405 | $65.8M | $1.1M |
