Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA US Small Cap Value Registered investment company in their Schedule of Assets, totaling $27.8M 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 | CAHILL CONTRACTORS LLC CAHILL EMPLOYEES' TRUST FUND | SAN FRANCISCO CA | 143 | $68.7M | $13.9M |
| 2 | ADVOCARE, LLC ADVOCARE, LLC 401(K) PROFIT SHARING PLAN | MARLTON NJ | 2,721 | $418.8M | $7.5M |
| 3 | WIPRO LIMITED WIPRO LIMITED 401(K) PLAN |
| 11,079 |
| $831.2M |
| $6.0M |
| 4 | CHILDREN'S HOME SOCIETY OF WASHINGTON, DBA AKIN AKIN 401(K) PLAN | SEATTLE WA | 414 | $18.2M | $207K |
| 5 | WILO USA LLC WILO USA LLC RETIREMENT PLAN | CEDARBURG WI | 451 | $30.9M | $119K |
| 6 | FENDER MUSICAL INSTRUMENTS CORPORATION FENDER MUSICAL INSTRUMENTS 401(K) PLAN | SCOTTSDALE AZ | 1,566 | $134.3M | $67K |
| 7 | MINDGRUB TECHNOLOGIES LLC MINDGRUB TECHNOLOGIES LLC 401(K) PROFIT SHARING PLAN AND TRUST | BALTIMORE MD | 75 | $7.2M | $39K |
| 8 | LOOKING GLASS COMMUNITY SERVICES LOOKING GLASS EMPLOYEES' RETIREMENT PLAN | EUGENE OR | 295 | $5.8M | $14K |
