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 Instl 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 | PUEBLO OF SANDIA PUEBLO OF SANDIA COMMERCIAL ENTERPRISES 401(K) PROFIT SHARING PLAN AND TRUST | ALBUQUERQUE NM | 1,239 | $51.9M | $1.2M |
| 2 | MOSS BROS. AUTO GROUP, INC. MOSS BROS. AUTO GROUP, INC. 401(K) PROFIT SHARING PLAN | MORENO VALLEY CA | 522 | $17.8M | $359K |
| 3 | GRADIENT LEARNING |
LOS ANGELES CA |
| 93 |
| $5.6M |
| $45K |
| 4 | ANESTHESIOLOGY SERVICES NETWORK, LTD. ANESTHESIOLOGY SERVICES NETWORK, LTD. CASH BALANCE PLAN | DAYTON OH | 137 | $3.8M | $27K |
