Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Small Cap Value Portfolio Mutual fund in their Schedule of Assets, totaling $15.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENSLER GENSLER 401(K) SAVINGS PLAN | SAN FRANCISCO CA | 3,991 | $717.2M | $12.5M |
| 2 | GROUP VOYAGERS, INC. GROUP VOYAGERS, INC. EMPLOYEES' 401(K) PLAN | DENVER CO | 525 | $96.4M | $3.1M |
| 3 | NETEASE INFORMATION TECHNOLOGY CORP. NETEASE 401(K) PLAN |
IRVINE CA |
| 332 |
| $19.7M |
| $238K |
| 4 | JONES BROS. DIRT & PAVING CONTRACTORS, INC. JONES BROS. DIRT & PAVING CONTRACTORS, INC. EMPLOYEES PROFIT SHARING PLAN | ODESSA TX | 220 | $7.3M | $20K |