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 Institutional Class Fund Mutual fund in their Schedule of Assets, totaling $1.1M 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 | CENTRIC SOFTWARE, INC. CENTRIC SOFTWARE, INC. 401(K) PLAN | CAMPBELL CA | 352 | $33.0M | $906K |
| 2 | HOBART ANIMAL CLINIC INC HOBART ANIMAL CLINIC INC 401(K) PROFIT SHARING PLAN & TRUST | HOBART IN | 195 | $5.3M | $209K |
