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 Port Mutual fund in their Schedule of Assets, totaling $2.4M 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 | BROWN DISTRIBUTING COMPANY, LTD 401(K) PLAN FOR BROWN DISTRIBUTING COMPANY, LTD | AUSTIN TX | 448 | $38.6M | $2.3M |
| 2 | H. N. FUNKHOUSER & CO. H. N. FUNKHOUSER & CO. 401(K) PLAN | WINCHESTER VA | 242 | $6.2M | $131K |
| 3 | DEVCO MANAGEMENT COMPANY, LLC DEVCO RESIDENTIAL GROUP 401(K) PLAN |
BELLEVUE WA |
| 374 |
| $12.9M |
| $53K |
