Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA U.S. Small Cap Value I in their Schedule of Assets, totaling $2.7M 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 | AVALIGN TECHNOLOGIES, INC. AVALIGN TECHNOLOGIES, INC. 401(K) PLAN | ROSEMONT IL | 911 | $53.6M | $2.4M |
| 2 | TELUS INTERNATIONAL (U.S.) CORP. TELUS INTERNATIONAL (U.S.) CORP. 401(K) PLAN | LAS VEGAS NV | 2,925 | $52.9M | $337K |
| 3 | THE CUSTOM COMPANIES, INC. THE CUSTOM COMPANIES RETIREMENT SAVINGS PLAN |
NORTHLAKE IL |
| 380 |
| $16.4M |
| $34K |
