Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA DFA US Small Cap Portfolio Institutional in their Schedule of Assets, totaling $27.0M 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 | DANA LIMITED DANA RETIREMENT SAVINGS PLAN | MAUMEE OH | 2,537 | $895.8M | $22.6M |
| 2 | DANA LIMITED DANA HOURLY BARGAINED RETIREMENT AND SAVINGS PLAN | MAUMEE OH | 5,873 | $274.8M | $4.0M |
| 3 | BIRTCHER ANDERSON & DAVIS ASSOCIATES, INC. BIRTCHER ANDERSON & DAVIS 401(K) PLAN |
SAN JUAN CAPISTRANO CA |
| 95 |
| $12.9M |
| $267K |
| 4 | CAIRN UNIVERSITY CAIRN UNIVERSITY 403(B) PLAN | LANGHORNE PA | 324 | $20.8M | $131K |
