Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dfa U.S. Small Cap Value Mutual Fund in their Schedule of Assets, totaling $12.1M 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 | MERCER ADVISORS, INC. MERCER ADVISORS INC. 401(K) PLAN | DENVER CO | 1,182 | $145.3M | $4.2M |
| 2 | MINNKOTA POWER COOPERATIVE, INC. MINNKOTA POWER COOPERATIVE, INC. EMPLOYEES PENSION PLAN -PLAN B | GRAND FORKS ND | 380 | $89.5M | $2.8M |
| 3 | COUGHLIN PORTER LUNDEEN COUGHLIN PORTER LUNDEEN 401(K) RETIREMENT PLAN & TRUST |
SEATTLE WA |
| 77 |
| $45.5M |
| $1.8M |
| 4 | TALKING RAIN BEVERAGE COMPANY, INC. TALKING RAIN 401 (K) RETIREMENT PLAN AND TRUST | PRESTON WA | 461 | $44.0M | $1.2M |
| 5 | OMEROS CORPORATION OMEROS CORPORATION RETIREMENT PLAN | SEATTLE WA | 203 | $35.4M | $1.2M |
| 6 | TRUPANION MANAGERS USA, INC. TRUPANION 401(K) PLAN | SEATTLE WA | 873 | $31.1M | $379K |
| 7 | LOGIC 20/20 INC LOGIC 20/20 401K PROFIT SHARING PLAN AND TRUST | SEATTLE WA | 166 | $20.7M | $245K |
| 8 | BELLWETHER HOUSING BELLWETHER HOUSING RETIREMENT SAVINGS PLAN | SEATTLE WA | 183 | $9.2M | $166K |
| 9 | HUMAN RESOURCES AGENCY OF NEW BRITAIN, INC. THE 401(K) PROFIT SHARING PLAN OF HUMAN RESOURCES AGENCY OF NEW BRITAIN, INC | NEW BRITAIN CT | 193 | $4.8M | $16K |
