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 Value I Mutual fund (1) in their Schedule of Assets, totaling $2.4M 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 | TRITON CONTAINER INTERNATIONAL, INCORPORATED OF NORTH AMERICA TRITON INTERNATIONAL 401(K) SAVINGS PLAN | PURCHASE NY | 152 | $89.3M | $2.4M |
