Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Small Cap Val Port I Registered Investment Company in their Schedule of Assets, totaling $446K 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 | CROMAN CORPORATION CROMAN CORPORATION 401(K) PROFIT-SHARING PLAN | WHITE CITY OR | 85 | $8.5M | $383K |
| 2 | PACKAGING MATTERS, LLC PACKAGING MATTERS, LLC 401(K) PLAN | SOUTH SAN FRANCISCO CA | 457 | $10.4M | $63K |
