Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA US SMALL CAP VALUE PORT Registered Investment Company in their Schedule of Assets, totaling $51.2M 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 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $25.9M |
| 2 | WASHINGTON PERMANENTE MEDICAL GROUP, P.C. WPMG 401(K) RETIREMENT SAVINGS PLAN | RENTON WA | 1,654 | $1.5B | $23.8M |
| 3 | SUNKIST GROWERS, INC. |
VALENCIA CA |
| 452 |
| $116.7M |
| $771K |
| 4 | HAYNES AND BOONE, LLP HAYNES AND BOONE RETIREMENT SAVINGS PLAN & INVESTMENT DIRECTED PS PLAN MASTER TRUST | DALLAS TX | — | $652.7M | $684K |
| 5 | ADVANCED EMISSIONS SOLUTIONS, INC. ADVANCED EMISSIONS SOLUTIONS, INC. PROFIT SHARING RETIREMENT PLAN | GREENWOOD VILLAGE CO | 202 | $19.7M | $106K |
| 6 | OX PAPER TUBE & CORE, LLC OX INDUSTRIES 401(K) PLAN | HANOVER PA | 521 | $26.4M | $44K |
| 7 | BEST & FLANAGAN LLP BEST & FLANAGAN LLP 401(K) PROFIT SHARING PLAN | MINNEAPOLIS MN | 80 | $68.7M | $4K |
