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 Mutual Fund in their Schedule of Assets, totaling $1.3M 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 | SABEY CORPORATION SABEY EMPLOYEES' RETIREMENT PLAN | SEATTLE WA | 271 | $24.9M | $715K |
| 2 | GELFAND, RENNERT & FELDMAN, LLC GELFAND, RENNERT & FELDMAN PROFIT SHARING PLAN | LOS ANGELES CA | 385 | $15.3M | $252K |
| 3 | STRATEGIES 360, INC. STRATEGIES 360, INC. 401(K) PROFIT SHARING PLAN |
SEATTLE WA |
| 66 |
| $10.2M |
| $203K |
| 4 | DON QUIJOTE (USA) CO., LTD. DON QUIJOTE (USA) CO., LTD. PROFIT-SHARING RETIREMENT/INDIVIDUAL MATCHED SAVINGS PLAN | HONOLULU HI | 1,956 | $80.4M | $150K |
