Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding Dfa International Small Cap Value I Mutual Fund in their Schedule of Assets, totaling $4.9M 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 | LLR MANAGEMENT, LP LLR MANAGEMENT, LP 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 108 | $23.1M | $1.3M |
| 2 | PORT TERMINAL RAILROAD ASSOCIATION PORT TERMINAL RAILROAD ASSOCIATION THRIFT PLAN | HOUSTON TX | 276 | $20.6M | $1.3M |
| 3 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN |
ROCKLAND MA |
| 190 |
| $73.9M |
| $745K |
| 4 | ALLIANCE EXECUTIVE SEARCH, LLC ALLIANCE EXECUTIVE SEARCH, LLC 401(K) PROFIT SHARING PLAN | VIENNA VA | 159 | $14.5M | $497K |
| 5 | HARBOR BEACH COMMUNITY HOSPITAL HARBOR BEACH COMMUNITY HOSPITAL PENSION & TAX DEF SAVINGS PLAN | HARBOR BEACH MI | 196 | $7.9M | $365K |
| 6 | KOKATAT, INC. KOKATAT, INC. 401(K) PLAN | ARCATA CA | 104 | $4.5M | $226K |
| 7 | UNIVERSAL DISPLAY & FIXTURES COMPANY UNIVERSAL DISPLAY & FIXTURES COMPANY 401(K) RETIREMENT AND PROFIT SHARING PLAN | LEWISVILLE TX | 122 | $8.6M | $192K |
| 8 | FIRSTFRUITS HOLDCO, LLC FIRSTFRUITS HOLDCO 401(K) PLAN | PRESCOTT WA | 1,529 | $10.8M | $98K |
| 9 | NORTHWOOD CLUB, INC. NORTHWOOD CLUB 401(K) PLAN | DALLAS TX | 143 | $6.4M | $70K |
| 10 | THE TOMBRAS GROUP THE TOMBRAS GROUP PROFIT SHARING/TAX DEFERRED SAVING PLAN | KNOXVILLE TN | 364 | $29.2M | $56K |
