Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Intl Small Cap Value Port Instl Mutual fund in their Schedule of Assets, totaling $705K 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 | GRYPHON ADVISORS, LLC GRYPHON INVESTORS 401K RETIREMENT PLAN | SAN FRANCISCO CA | 145 | $34.7M | $664K |
| 2 | PENNENERGY RESOURCES, LLC PENNENERGY RESOURCES, LLC 401(K) PLAN | CRANBERRY TOWNSHIP PA | 127 | $27.3M | $39K |
| 3 | MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN |
SHELBYVILLE IN |
| 354 |
| $45.2M |
| $2K |
