Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Small Cap Value Fund " in their Schedule of Assets, totaling $725K 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 | HALL & EVANS, LLC HALL & EVANS, LLC EMPLOYEE SAVINGS PLAN | DENVER CO | 223 | $45.3M | $525K |
| 2 | PLENTY UNLIMITED INC. PLENTY 401(K) PLAN | LARAMIE WY | 151 | $21.9M | $115K |
| 3 | STOLLE MACHINERY COMPANY, LLC STOLLE MACHINERY COMPANY UNION EMPLOYEE 401(K) PROFIT SHARING PLAN |
CENTENNIAL CO |
| 98 |
| $10.8M |
| $53K |
| 4 | NEPHROPATHOLOGY ASSOCIATES PLC D/B/A ARKANA LABORATORIES ARKANA LABORATORIES RETIREMENT PLAN | LITTLE ROCK AR | 197 | $19.4M | $32K |
