Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA DFA US Small Cap Value in their Schedule of Assets, totaling $7.1M 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 | IRIDIUM SATELLITE, LLC IRIDIUM SATELLITE 401(K) PLAN | TEMPE AZ | 1,015 | $173.5M | $3.1M |
| 2 | RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION RUMBERGER, KIRK & CALDWELL, PROFESSIONAL ASSOCIATION PROFIT SHARING PLAN | ORLANDO FL | 173 | $92.3M | $1.6M |
| 3 | TRIJICON, INC. |
WIXOM MI |
| 522 |
| $60.3M |
| $1.5M |
| 4 | PEDIATRIC AFFILIATES, P.A. PEDIATRIC AFFILIATES, P.A. 401(K) PLAN | TOMS RIVER NJ | 157 | $22.9M | $662K |
| 5 | MVB BANK, INC. MVB BANK, INC. 401(K) RETIREMENT PLAN | BRIDGEPORT WV | 445 | $41.3M | $304K |
| 6 | THE POOL AND SPA DEPOT LLC THE POOL AND SPA DEPOT LLC 401(K) PLAN | LAVERGNE TN | 130 | $2.4M | $4K |
