Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional Fund Advisors US Small Cap Value Portfolios Inst'l in their Schedule of Assets, totaling $23K 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 | WILLIAMS LEA LLC WILLIAMS LEA LLC 401(K) SAVINGS PLAN | WHEELING WV | 1,172 | $164.9M | $23K |
