Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA DFA US SM Cap Value in their Schedule of Assets, totaling $21.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | BAKER TILLY ADVISORY GROUP PARENT, LP BAKER TILLY ADVISORY GROUP PARENT, LP SAVINGS PLAN | CHICAGO IL | 6,535 | $1.3B | $20.5M |
| 2 | KASEYA US, LLC KASEYA 401(K) PROFIT SHARING PLAN | MIAMI FL | 2,342 | $143.7M | $475K |
| 3 | ONLINE EDUCATION PLATFORM, LLC AEON SCHOOL 401 (K) PLAN |
SAN ANTONIO TX |
| 64 |
| $13.6M |
| $74K |
