Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional Fund Advisors U.S. High Relative Profitability Portfolio in their Schedule of Assets, totaling $2.0M 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 | HUNT & HENRIQUES,LLP HUNT & HENRIQUES,LLP 401(K) PLAN | SAN JOSE CA | 65 | $15.6M | $2.0M |
