Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Small Cap Growth Portfolio Institutional Class Mutual Fund in their Schedule of Assets, totaling $618K 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 | ACCORDION PARTNERS, LLC ACCORDION PARTNERS 401(K) PLAN | NEW YORK NY | 509 | $48.5M | $489K |
| 2 | CONSENSYS SOFTWARE INC. CONSENSYS SOFTWARE INC. 401(K) PLAN | FORT WORTH TX | 291 | $11.5M | $72K |
| 3 | MS AMBROGIO NORTH AMERICA LLC MS AMBROGIO NORTH AMERICA LLC 401(K) PROFIT SHARING PLAN & TRUST |
AUBURN ME |
| 201 |
| $8.2M |
| $56K |
| 4 | FUTURE RESEARCH, LLC FUTURE RESEARCH, INC. 401(K) PLAN | SAN FRANCISCO CA | 132 | $4.0M | $1K |
