Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dfa Us Small Cap Port Instl Mutual Fund in their Schedule of Assets, totaling $7.1M 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 | GOPRO, INC. GOPRO 401(K) PLAN | SAN MATEO CA | 379 | $117.5M | $3.8M |
| 2 | TEXAS HOSPITAL ASSOCIATION THA PARTICIPANT DIRECTED RETIREMENT PROGRAM GROUP TRUST | AUSTIN TX | — | $208.5M | $2.9M |
| 3 | RLA ENGINEERING, LLC RLA ENGINEERING RETIREMENT 401(K) PLAN |
VANCOUVER WA |
| 61 |
| $4.5M |
| $197K |
| 4 | GARY D. NELSON ASSOCIATES, INC. GARY D. NELSON ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN RAFAEL CA | 519 | $16.8M | $84K |
| 5 | KEEPS CORPORATION KEEPS CORPORATION 401(K) PROFIT SHARING PLAN | RICHARDSON TX | 238 | $6.7M | $60K |
