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 Port Inst 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 | Y-12 FEDERAL CREDIT UNION Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | OAK RIDGE TN | 350 | $40.2M | $576K |
| 2 | A-LIGN COMPLIANCE AND SECURITY, INC. A-LIGN COMPLIANCE AND SECURITY, INC. 401(K) P/S PLAN | TAMPA FL | 402 | $24.8M | $505K |
| 3 | CONSUMER SAFETY TECHNOLOGY, LLC, A DELAWARE LLC |
URBANDALE IA |
| 646 |
| $18.4M |
| $325K |
| 4 | WHIRLWIND STEEL BUILDINGS, INC. WHIRLWIND STEEL BUILDINGS, INC. 401(K) PLAN | HOUSTON TX | 680 | $21.4M | $226K |
