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 Mutual Funds in their Schedule of Assets, totaling $719K 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 | MARCHANT-SCHMIDT, INC. MARCHANT-SCHMIDT, INC. 401(K) SAVINGS PLAN | FOND DU LAC WI | 92 | $22.1M | $535K |
| 2 | CREST DISCOUNT FOODS, INC. CREST DISCOUNT FOODS, INC. 401(K) PROFIT SHARING PLAN | EDMOND OK | 956 | $54.1M | $176K |
| 3 | PARTNERS HAIR DESIGN GROUP, INC. PHD, INC. PROFIT SHARING PLAN |
MCLEAN VA |
| 230 |
| $14.8M |
| $8K |
