Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA U.S. Small Cap Portfolio Mutual fund in their Schedule of Assets, totaling $15.3M 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 | VISTEON CORPORATION VISTEON INVESTMENT PLAN | VAN BUREN TOWNSHIP MI | 263 | $590.7M | $14.0M |
| 2 | DIMENSIONAL INNOVATIONS, INC. DIMENSIONAL INNOVATIONS, INC. 401(K) PLAN | SHAWNEE MISSION KS | 236 | $17.0M | $516K |
| 3 | CORPORATE BROKERS LLC CORPORATE BROKERS, LLC RETIREMENT SAVINGS PLAN |
ANNAPOLIS MD |
| 216 |
| $6.0M |
| $331K |
| 4 | PRESCRYPTIVE HEALTH INC. PRESCRYPTIVE HEALTH 401(K) PLAN | REDMOND WA | 104 | $7.5M | $237K |
| 5 | PATRIOT GROUP INTERNATIONAL, INC. PATRIOT GROUP INTERNATIONAL, INC. 401(K) PLAN | WARRENTON VA | 389 | $8.4M | $193K |
| 6 | NUPATH, INC. NUPATH, INC. 403(B) RETIREMENT PLAN | WOBURN MA | 400 | $9.2M | $15K |
