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 Institutional Mutual fund in their Schedule of Assets, totaling $570K 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 | MARLBOROUGH SCHOOL MARLBOROUGH SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 146 | $59.6M | $466K |
| 2 | INFOTRACK US INC INFOTRACK US INC 401 (K) PLAN | PETALUMA CA | 242 | $13.3M | $104K |
