Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Intl Small Cap Value Mutual fund in their Schedule of Assets, totaling $3.9M 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 | BROWN DISTRIBUTING COMPANY, LTD 401(K) PLAN FOR BROWN DISTRIBUTING COMPANY, LTD | AUSTIN TX | 448 | $38.6M | $2.0M |
| 2 | WOOD COUNTY HOSPITAL WOOD COUNTY HOSPITAL RETIREMENT PLAN | BOWLING GREEN OH | 714 | $60.0M | $955K |
| 3 | TALKING RAIN BEVERAGE COMPANY, INC. TALKING RAIN 401 (K) RETIREMENT PLAN AND TRUST |
PRESTON WA |
| 461 |
| $44.0M |
| $713K |
| 4 | SWA GROUP SWA GROUP EMPLOYEE STOCK OWNERSHIP PLAN | SAUSALITO CA | 238 | $36.2M | $171K |
| 5 | GUARANTR INC. THE GUARANTORS 401(K) PLAN | NY NY | 203 | $3.3M | $2K |
