Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors DFA U.S. Small Cap Value Portfolio in their Schedule of Assets, totaling $6.3M 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 | DART CONTAINER OF MICHIGAN LLC DART CONTAINER CORPORATION EMPLOYEES' 401(K) PLUS PLAN | MASON MI | 10,480 | $1.0B | $5.8M |
| 2 | ENHANCE THERAPIES ENHANCE THERAPIES 401(K) PLAN | LAKEWOOD NJ | 9,087 | $114.7M | $329K |
| 3 | MC2 CIVIL, LLC MC2 CIVIL, LLC 401(K) PLAN |
HOUSTON TX |
| 358 |
| $10.5M |
| $241K |
