Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA U.S. Small Cap Mutual fund in their Schedule of Assets, totaling $3.3M 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 | NEWMEYER & DILLION, LLP NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN | NEWPORT BEACH CA | 97 | $43.5M | $1.7M |
| 2 | UNITED STATES LIABILITY INSURANCE COMPANY UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PLAN | WAYNE PA | 1,493 | $80.7M | $609K |
| 3 | MERCER ADVISORS, INC. |
DENVER CO |
| 1,182 |
| $145.3M |
| $321K |
| 4 | COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN COMMUNITY HEALTH CENTER OF CAPE COD 403(B) PLAN | MASHPEE MA | 235 | $17.1M | $313K |
| 5 | HUMAN TECHNOLOGIES CORPORATION HUMAN TECHNOLOGIES CORPORATION RETIREMENT PLAN | UTICA NY | 328 | $11.8M | $279K |
