Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Small Cap Growth Instl Mutual Fund n/a in their Schedule of Assets, totaling $1.6M 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 | ELECTRICAL CONSULTANTS, INC. ELECTRICAL CONSULTANTS INC PROFIT SHARING PLAN | BILLINGS MT | 1,051 | $142.9M | $686K |
| 2 | THE BOYER COMPANY, L.C. BOYER 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 147 | $20.6M | $673K |
| 3 | COMMUNITY NATIONAL BANK COMMUNITY NATIONAL BANK 401K PLAN |
MIDLAND TX |
| 234 |
| $32.0M |
| $203K |
| 4 | INSTITUTE OF COMMUNITY SERVICES, INC. INSTITUTE OF COMMUNITY SERVICES, INC. 403(B) RETIREMENT PLAN | HOLLY SPRINGS MS | 787 | $13.1M | $10K |
