Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Sm Cap Portfolio Mutual Fund in their Schedule of Assets, totaling $1.1M 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 | CAYUGA MEDICAL ASSOCIATES CAYUGA MEDICAL ASSOCIATES 403(B) SAVINGS PLAN | ITHACA NY | 819 | $51.0M | $695K |
| 2 | BAKER BOYER BANCORP BAKER BOYER BANCORP 401(K) PROFIT SHARING PLAN & TRUST | WALLA WALLA WA | 181 | $91.6M | $421K |
