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 Portfolio Fund in their Schedule of Assets, totaling $3.4M 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 | HEARTLAND DENTAL, LLC HEARTLAND DENTAL 401K AND STOCK PARTICIPATION PLAN | EFFINGHAM IL | 20,969 | $1.1B | $3.4M |
| 2 | LUTCO, INC. LUTCO, INC. 401(K) PLAN | WORCESTER MA | 104 | $12.0M | $24K |
| 3 | DELTA ELECTRONICS MFG CORP. DELTA ELECTRONICS MFG CORP. 401(K) SAVINGS PLAN |
BEVERLY MA |
| 145 |
| $8.2M |
| $6K |
| 4 | CHILDREN'S AID COLLEGE PREP CHARTER SCHOOL CHILDREN'S AID COLLEGE PREP CHARTER SCHOOL 401K PLAN | BRONX NY | 107 | $2.2M | $2K |
