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 Inst! Mutual Fund in their Schedule of Assets, totaling $3.9M 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 | BASS MEDICAL GROUP, INC. BASS MEDICAL GROUP 401(K) PLAN I | WALNUT CREEK CA | 999 | $160.0M | $3.9M |
| 2 | SAN JOAQUIN COUNTY CHILD ABUSE PREVENTION COUNCIL SAN JOAQUIN COUNTY CHILD ABUSE PREVENTION COUNCIL 403(B) PLAN | STOCKTON CA | 190 | $2.1M | $39K |
