Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding DFA US Small Cap Value Fund " in their Schedule of Assets, totaling $38.6M 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 | SNAP-ON INCORPORATED SNAP-ON INCORPORATED 401K SAVINGS PLAN | KENOSHA WI | 6,599 | $983.3M | $12.2M |
| 2 | CHILDREN'S SPECIALTY GROUP, PLLC CHILDREN'S SPECIALTY GROUP, PLLC 401(K) PROFIT SHARING PLAN | NORFOLK VA | 499 | $222.3M | $5.7M |
| 3 | WAUPACA FOUNDRY, INC |
WAUPACA WI |
| 204 |
| $102.8M |
| $5.1M |
| 4 | WUNDERLICH-MALEC ENGINEERING, INC. WUNDERLICH-MALEC ENGINEERING, INC. PROFIT SHARING AND SALARY REDUCTION PLAN | EDEN PRAIRIE MN | 620 | $126.7M | $4.7M |
| 5 | KAHN VENTURES, INC. KAHN VENTURES, INC. 401(K) PLAN | AUSTELL GA | 1,775 | $146.5M | $3.3M |
| 6 | THE AURRAY GROUP, INC. D/B/A SUTTER WEST BAY MEDICAL GROUP SWBMG 401(K) PLAN | SAN FRANCISCO CA | 221 | $149.2M | $1.5M |
| 7 | LIKEWIZE CORP. LIKEWIZE CORP. 401(K) PLAN | SOUTHLAKE TX | 321 | $56.5M | $1.1M |
| 8 | TENNESSEE FARMERS COOPERATIVE CO-OP PENSION PLAN | LAVERGNE TN | 3,289 | $406.0M | $839K |
| 9 | WOOD-FRUITTICHER GROCERY COMPANY, INC WOOD-FRUITTICHER GROCERY COMPANY, INC PROFIT SHARING & 401(K) PLAN | BIRMINGHAM AL | 363 | $46.2M | $829K |
| 10 | STOLLE MACHINERY COMPANY, LLC STOLLE MACHINERY COMPANY, LLC 401(K) RETIREMENT PLAN | CENTENNIAL CO | 542 | $77.9M | $741K |
