Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 20 U.S. retirement plans report holding DFA US Small Cap Value Portfolio " in their Schedule of Assets, totaling $11.0M 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 | PARKDALE MILLS, INC. PARKDALE, INCORPORATED RETIREMENT PLAN | GASTONIA NC | 1,188 | $77.8M | $1.8M |
| 2 | U.S. COTTON, LLC U.S. COTTON, LLC RETIREMENT SAVINGS PLAN | GASTONIA NC | 955 | $34.0M | $1.7M |
| 3 | MARTIN/MARTIN, INC. MARTIN/MARTIN, INC. 401(K) PLAN |
LAKEWOOD CO |
| 371 |
| $90.1M |
| $1.6M |
| 4 | AMERICAN AGRICULTURAL INSURANCE COMPANY AMERICAN AGRICULTURAL INSURANCE COMPANY EMPLOYEES' RETIREMENT PLAN | SCHAUMBURG IL | 133 | $41.5M | $1.2M |
| 5 | CITIZENS EQUITY FIRST CREDIT UNION CEFCU RETIREMENT INCOME PLAN AND TRUST | PEORIA IL | 876 | $208.9M | $891K |
| 6 | VINSON PROCESS CONTROLS COMPANY, L.P. VINSON PROCESS CONTROLS 401(K) PLAN | LEWISVILLE TX | 239 | $72.8M | $637K |
| 7 | GARDNER, INC. GARDNER, INC. 401(K) PROFIT SHARING PLAN | COLUMBUS OH | 345 | $19.0M | $615K |
| 8 | KIKKOMAN FOODS, INC. KIKKOMAN FOODS, INC. PENSION PLAN | WALWORTH WI | 45 | $23.4M | $519K |
| 9 | AMERICAN FARM BUREAU INSURANCE SERVICES INC. AMERICAN FARM BUREAU INSURANCE SERVICES INC. EMPLOYEES' RETIREMENT PLAN | SCHAUMBURG IL | 107 | $17.1M | $471K |
| 10 | LADIES PROFESSIONAL GOLF ASSOCIATION LADIES PROFESSIONAL GOLF ASSOCIATION 401(K) PROFIT SHARING PLAN | DAYTONA BEACH FL | 194 | $23.1M | $305K |
