Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Lincoln National Life Insurance Co. DFA U.S. Small Cap Value Portfolio Institutional (i) in their Schedule of Assets, totaling $278K 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 | HOUSTON AREA SAFETY COUNCIL, INC. H.A.S.C., INC. 401(K) PLAN | PASADENA TX | 219 | $17.3M | $278K |
