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 Institutional Class in their Schedule of Assets, totaling $2.5M 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 | EDISON ELECTRIC INSTITUTE EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN | WASHINGTON DC | 162 | $102.5M | $1.3M |
| 2 | MOSELEY ARCHITECTS, P.C. MOSELEY ARCHITECTS, P.C. 401(K) PLAN | RICHMOND VA | 337 | $76.5M | $1.2M |
