Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Small Cap Growth Institutional Mutual fund in their Schedule of Assets, totaling $41K 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 | JOSEPH PHELPS VINEYARDS, LLC JOSEPH PHELPS VINEYARDS 401(K) PROFIT SHARING PLAN | ST HELENA CA | 146 | $18.3M | $24K |
| 2 | AG EXPRESS ELECTRONICS, INC. AG EXPRESS ELECTRONICS, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN | DES MOINES IA | 157 | $8.4M | $17K |
