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 Portfolio Institutional Cass in their Schedule of Assets, totaling $625K 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 | OTIS PRODUCTS, INC. DBA OTIS TECHNOLOGY, INC. OTIS PRODUCTS, INC. 401(K) SAFE HARBOR PLAN | LYONS FALLS NY | 98 | $13.2M | $625K |
