Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Small Cap Growth Portfolio in their Schedule of Assets, totaling $1.0M 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 | OCCUNET, LLC OCCUNET, LLC 401(K) PLAN | AMARILLO TX | 202 | $15.1M | $588K |
| 2 | HAHL COMPANIES, LLC HAHL COMPANIES 401(K) PLAN | SHAKOPEE MN | 275 | $17.5M | $313K |
| 3 | PANORAMA MORTGAGE GROUP, LLC PANORAMA MORTGAGE GROUP, LLC 401(K) PLAN |
| 224 |
| $8.7M |
| $134K |
