Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA U.S. Small Cap Value Portfolio Institutional Class " in their Schedule of Assets, totaling $8.1M 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 | CHERRY BEKAERT ADVISORY LLC CHERRY BEKAERT ADVISORY LLC 401(K) PLAN | RICHMOND VA | 2,316 | $263.0M | $4.2M |
| 2 | ADTRAN, INC ADTRAN, INC. 401(K) RETIREMENT PLAN | HUNTSVILLE AL | 847 | $391.5M | $1.9M |
| 3 | ULTRA CLEAN TECHNOLOGY SYSTEMS AND SERVICE, INC. UCT RETIREMENT SAVINGS PLAN |
HAYWARD CA |
| 1,772 |
| $147.0M |
| $786K |
| 4 | ORASURE TECHNOLOGIES INC. ORASURE TECHNOLOGIES, INC. 401(K) PLAN | BETHLEHEM PA | 357 | $55.5M | $536K |
| 5 | COLINX COLINX RETIREMENT SAVINGS PLAN | GREENVILLE SC | 956 | $51.2M | $312K |
| 6 | STERLING CORPORATION STERLING EMPLOYEE SAVINGS PLAN | BILLERICA MA | 132 | $18.6M | $204K |
| 7 | TORRINGTON SAVINGS BANK TORRINGTON SAVINGS BANK 401(K) SAVINGS PLAN | TORRINGTON CT | 123 | $28.5M | $101K |
| 8 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | WALNUT CREEK CA | 431 | $109.4M | $49K |
