Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA DFA US Small Cap Value Fund in their Schedule of Assets, totaling $12.5M 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 | TEICHERT, INC. TEICHERT INC. RETIREMENT SAVINGS PLAN | SACRAMENTO CA | 2,947 | $236.4M | $11.0M |
| 2 | SMBC MANUBANK SMBC MANUBANK SAVINGS SYSTEM | LOS ANGELES CA | 889 | $106.4M | $778K |
| 3 | DEMATHA CATHOLIC HIGH SCHOOL, INC. DEMATHA CATHOLIC HIGH SCHOOL, INC. 403(B) PLAN |
HYATTSVILLE MD |
| 293 |
| $17.9M |
| $777K |
