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 Vl Port Ins Registered investment company in their Schedule of Assets, totaling $20.6M 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 | MUNTERS CORPORATION MUNTERS CORPORATION 401(K) PLAN | AMESBURY MA | 1,368 | $139.5M | $20.0M |
| 2 | LH CARBIDE TOOL & DIE CORPORATION LH CARBIDE PROFIT SHARING & SALARY SAVINGS PLAN | FORT WAYNE IN | 235 | $22.1M | $405K |
| 3 | RAMSEY AUTO GROUP RAMSEY AUTO GROUP 401(K) SAVINGS PLAN |
RAMSEY NJ |
| 436 |
| $17.9M |
| $120K |
| 4 | ENDURANCE GROUP, LLC ENDURANCE GROUP, LLC 401K PLAN | BROOMALL PA | 54 | $10.1M | $97K |
