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 Val Port Inst Mutual fund in their Schedule of Assets, totaling $1.0M 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 | WEINTRAUB TOBIN CHEDIAK COLEMAN GRO WEINTRAUB TOBIN CHEDIAK COLEMAN GRODIN LAW CORPORATION SALARY DEFERRAL PLAN | SACRAMENTO CA | 168 | $60.0M | $886K |
| 2 | FULLSTEAM PERSONNEL LLC FULLSTEAM PERSONNEL LLC 401(K) PLAN | AUBURN AL | 1,462 | $61.8M | $157K |
