Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $971K 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 | GELFAND, RENNERT & FELDMAN, LLC GELFAND, RENNERT & FELDMAN 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 640 | $90.0M | $883K |
| 2 | DIVERSIFIED MANAGEMENT CORPORATION KEY AUTO GROUP 401(K) PLAN | PORTSMOUTH NH | 580 | $18.8M | $88K |
