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 Company DFA U.S. Small Cap Value in their Schedule of Assets, totaling $72K 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 | HTH COMPANIES, INC. HTH COMPANIES, INC. RETIREMENT PLAN | UNION MO | 504 | $7.2M | $72K |
