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 I " in their Schedule of Assets, totaling $3.6M 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 | DAVENPORT & COMPANY LLC DAVENPORT & COMPANY LLC PROFIT SHARING PLAN | RICHMOND VA | 510 | $416.4M | $3.4M |
| 2 | OPEN SKY EDUCATION, INC. OPEN SKY EDUCATION 403(B) PLAN | WAUKESHA WI | 339 | $8.7M | $124K |
| 3 | LSU FOUNDATION LSU FOUNDATION 401(K) PLAN |
BATON ROUGE LA |
| 96 |
| $13.5M |
| $51K |
| 4 | UNBOUNDED LEARNING, INC. UNBOUNDED LEARNING, INC. 401(K) PLAN | NEW YORK NY | 125 | $8.5M | $3K |
