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 Value Fund Pooled Separate Account in their Schedule of Assets, totaling $1.6M 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 | MENTAL HEALTH RESOURCES, INC. MHR RETIREMENT SAVINGS PLAN | ST. PAUL MN | 170 | $16.3M | $1.1M |
| 2 | ANALYTIK JENA US LLC ANALYTIK JENA US 401K PLAN | UPLAND CA | 102 | $10.4M | $449K |
