Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA US Small Cap Portfolio – Institutional Class in their Schedule of Assets, totaling $11.7M 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 | HAWAIIAN TELCOM COMMUNICATIONS INC. HAWAIIAN TELCOM 401(K) PLAN FOR HOURLY EMPLOYEES | HONOLULU HI | 772 | $132.2M | $7.3M |
| 2 | WIDEOPENWEST FINANCE, LLC WIDEOPENWEST 401(K) PLAN | ENGLEWOOD CO | 1,563 | $139.8M | $4.2M |
| 3 | PORTEOUS, HAINKEL & JOHNSON, LLP PORTEOUS, HAINKEL & JOHNSON, LLP 401(K) RETIREMENT PLAN AND TRUST |
NEW ORLEANS LA |
| 91 |
| $24.0M |
| $101K |
| 4 | BULLARD ENTERPRISES LLC BULLARD ENTERPRISES 401(K) PROFIT SHARING PLAN & TRUST | RALEIGH NC | 447 | $5.3M | $83K |
| 5 | ROOT 2 LLC ROOT 2 LLC 401(K) PLAN | NEW YORK NY | 526 | $1.5M | $52K |
| 6 | JACKSONVILLE ORTHOPAEDIC INSTITUTE, INC. JACKSONVILLE ORTHOPAEDIC INSTITUE, INC. 401(K) SALARY REDUCTION PLAN & TRUST | JACKSONVILLE FL | 388 | $80.9M | $33K |
