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 I Mutual Fund in their Schedule of Assets, totaling $18.9M 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 | ING FINANCIAL SERVICES LLC ING FINANCIAL SERVICES LLC 401(K) SAVINGS PLAN | NEW YORK NY | 714 | $454.6M | $16.4M |
| 2 | CAPITAL LUMBER COMPANY CAPITAL LUMBER COMPANY 401(K) PLAN | PHOENIX AZ | 416 | $48.8M | $911K |
| 3 | UNAKA COMPANY, INC UNAKA COMPANY 401(K) PROFIT SHARING PLAN |
GREENEVILLE TN |
| 722 |
| $39.5M |
| $839K |
| 4 | ALLIANCE EXECUTIVE SEARCH, LLC ALLIANCE EXECUTIVE SEARCH, LLC 401(K) PROFIT SHARING PLAN | VIENNA VA | 159 | $14.5M | $757K |
