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 Value Mutual Funds in their Schedule of Assets, totaling $218K 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 | PACKARD MEDICAL GROUP, INC. PACKARD MEDICAL GROUP 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 201 | $102.6M | $194K |
| 2 | ICON AIRCRAFT, INC. ICON AIRCRAFT, INC. 401(K) PLAN | VACAVILLE CA | 57 | $3.9M | $24K |
