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 in their Schedule of Assets, totaling $24.5M 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 | NELSON MULLINS RILEY & SCARBOROUGH LLP NELSON MULLINS RETIREMENT PLAN | COLUMBIA SC | 1,831 | $678.9M | $15.0M |
| 2 | FUND EVALUATION GROUP, LLC FUND EVALUATION GROUP, LLC 401(K) PROFIT SHARING PLAN | CINCINNATI OH | 138 | $57.1M | $2.5M |
| 3 | MARTIN/MARTIN, INC. MARTIN/MARTIN, INC. 401(K) PLAN |
LAKEWOOD CO |
| 371 |
| $90.1M |
| $1.7M |
| 4 | INSMED INCORPRATED INSMED, INC. 401(K) PLAN AND TRUST | BRIDGEWATER NJ | 1,018 | $134.2M | $1.3M |
| 5 | OSP, LLC OSP LLC 401K PLAN TRUST | EDINA MN | 213 | $21.2M | $982K |
| 6 | GREAT LAKES SERVICES, LLC GREAT WOLF RESORTS 401(K) PLAN | CHICAGO IL | 12,864 | $62.2M | $816K |
| 7 | MARHOFER CHEVROLET INC. RON MARHOFER AUTO FAMILY 401(K) PLAN | STOW OH | 292 | $9.1M | $679K |
| 8 | GREAT WOLF RESORTS, INC. GREAT WOLF RESORTS, INC. 401(K) PLAN | CHICAGO IL | 4,300 | $34.4M | $557K |
| 9 | KELLER, INC. KELLER, INC. 401(K) RETIREMENT SAVINGS PLAN | KAUKAUNA WI | 265 | $37.6M | $284K |
| 10 | ESPERION THERAPEUTICS, INC. ESPERION THERAPEUTICS, INC. 401(K) PLAN | ANN ARBOR MI | 307 | $43.1M | $277K |
