Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dfa Us Small Cap Growth Instl Mutual Funds in their Schedule of Assets, totaling $4.6M 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 | EMPLOYSHARE, INC. EMPLOYSHARE, INC. 401(K) PROFIT SHARING PLAN | BEAVER FALLS PA | 671 | $78.0M | $2.5M |
| 2 | MARINEMAX, INC. MARINEMAX, INC. 401(K) PROFIT SHARING PLAN | OLDSMAR FL | 2,810 | $233.4M | $1.2M |
| 3 | WHEELER BROTHERS GRAIN COMPANY, LLC SAVINGS INCENTIVE PLAN FOR EMPLOYEES OF WHEELER BROTHERS GRAIN COMPANY, LLC |
WATONGA OK |
| 126 |
| $17.3M |
| $716K |
| 4 | MAJORS PLASTICS, INC. MAJORS PLASTICS, INC. 401(K) PLAN | OMAHA NE | 319 | $8.1M | $87K |
| 5 | THE MUSEUM OF CONTEMPORARY ART MOCA 401(K) PLAN | LOS ANGELES CA | 179 | $5.6M | $76K |
| 6 | PEREIRA & O'DELL LLC PEREIRA & O'DELL 401(K) PLAN | SAN FRANCISCO CA | 90 | $12.4M | $13K |
