Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Small Cap Portfolio (I) Mutual Fund in their Schedule of Assets, totaling $535K 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 | DGPERRY, PLLC DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD IN | 129 | $13.1M | $286K |
| 2 | BODINE PERRY, LLC BODINE PERRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD OH | 195 | $11.5M | $249K |
