Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 29 U.S. retirement plans report holding DFA US SMALL CAP VAL PORT INST in their Schedule of Assets, totaling $10.0M 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 | PRIVATE CLIENT SELECT INSURANCE PRIVATE CLIENT SELECT INSURANCE SERVICES LLC 401(K) RETIREMENT | BERKELEY HEIGHTS NJ | 422 | $87.0M | $2.7M |
| 2 | FIFTH GENERATION, INC FIFTH GENERATION, INC 401(K) PLAN | AUSTIN TX | 729 | $105.2M | $1.3M |
| 3 | ALIGNMENT HEALTHCARE USA, LLC |
ORANGE CA |
| 1,318 |
| $59.8M |
| $812K |
| 4 | LONDON COMPUTER SYSTEMS, INC. LONDON COMPUTER SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 424 | $33.9M | $755K |
| 5 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $714K |
| 6 | TAVANT TECHNOLOGIES, INC. TAVANT TECHNOLOGIES 401(K) PLAN | SANTA CLARA CA | 297 | $27.7M | $495K |
| 7 | ACV AUCTIONS INC ACV AUCTIONS INC 401 K PROFIT SHARING PLAN | BUFFALO NY | 2,449 | $38.4M | $422K |
| 8 | US METRO BANK US METRO BANK 401(K) PLAN | GARDEN GROVE CA | 159 | $13.8M | $355K |
| 9 | GREAT PLAINS VENTURES, INC. GPV 401(K) RETIREMENT PLAN | WICHITA KS | 334 | $33.3M | $324K |
| 10 | GROUP DELTA CONSULTANTS, INC. GROUP DELTA CONSULTANTS, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 77 | $14.6M | $271K |
