Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA U.S. Small Cap Portfolio Fund " in their Schedule of Assets, totaling $1.7M 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 | RUSSELL T. BUNDY ASSOCIATES, INC. BUNDY ASSOCIATES RETIREMENT PLAN | URBANA OH | 633 | $55.3M | $1.4M |
| 2 | CONTINUING CARE MANAGEMENT LLC SALMON HEALTH AND RETIREMENT | WESTBOROUGH MA | 901 | $41.5M | $297K |
