Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA DFA US Small Cap Portfolio Ins in their Schedule of Assets, totaling $525K 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 | DONOR ALLIANCE, INC. DONOR ALLIANCE, INC. 401K PLAN AND TRUST | DENVER CO | 208 | $34.0M | $287K |
| 2 | HALLEY ENGINEERING CONTRACTORS, INC. HALLEY ENGINEERING CONTRACTORS, INC. 401(K) PLAN | MIAMI FL | 187 | $7.5M | $239K |
