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 Portfolio I Mutual Fund in their Schedule of Assets, totaling $903K 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 | MIDWEST LABORATORIES, INC. MIDWEST LABORATORIES, INC. PROFIT SHARING PLAN AND TRUST | OMAHA NE | 293 | $45.6M | $772K |
| 2 | YUSHIRO MANUFACTURING AMERICA, INC. YUSHIRO / QUALICHEM 401(K) PLAN | SHELBYVILLE IN | 157 | $15.4M | $67K |
| 3 | OREGON EYE CONSULTANTS, LLC |
EUGENE OR |
| 60 |
| $8.9M |
| $64K |
