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 Port Installment Mutual fund in their Schedule of Assets, totaling $2.1M 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 | RANGERS BASEBALL, LLC RANGERS BASEBALL 401(K) SAVINGS AND RETIREMENT PLAN | ARLINGTON TX | 714 | $49.5M | $2.1M |
