Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA US SM CAP VALUE Mutual fund - in their Schedule of Assets, totaling $89.3M 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 | MMS USA HOLDINGS, INC. PUBLICIS BENEFITS CONNECTION 401K PLAN | CHICAGO IL | 29,615 | $5.2B | $85.0M |
| 2 | GRAY REED & MCGRAW LLP GRAY REED PROFIT SHARING PLAN | HOUSTON TX | 162 | $54.1M | $1.3M |
| 3 | GLOBALLOGIC INC. GLOBALLOGIC INC. RETIREMENT TRUST |
SANTA CLARA CA |
| 2,217 |
| $154.7M |
| $1.1M |
| 4 | ERESEARCH TECHNOLOGY, INC. ERESEARCH TECHNOLOGY 401(K) PLAN | PHILADELPHIA PA | 1,675 | $308.7M | $1.1M |
| 5 | SULLIVAN ENVIRONMENTAL SERVICES INC. SULLIVAN ENVIRONMENTAL SERVICES 401K PLAN | GALVESTON TX | 1,635 | $41.4M | $393K |
| 6 | GRAY REED & MCGRAW LLP GRAY REED & MCGRAW LLP ATTORNEYS' 401(K) PLAN | HOUSTON TX | 113 | $24.1M | $390K |
| 7 | ABLE FREIGHT SERVICES, LLC ABLE FREIGHT SERVICES, LLC 401(K) PLAN | LAGUNA BEACH CA | 39 | $4.4M | $12K |
