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 Val Port I Mutual fund in their Schedule of Assets, totaling $709K 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 | TALLAHASSEE PRIMARY CARE ASSOCIATES, PA TALLAHASSEE PRIMARY CARE ASSOCIATES, PA 401(K) PROFIT SHARING PLAN | TALLAHASSEE FL | 131 | $23.5M | $563K |
| 2 | ATLANTIC GEOCONSTRUCTION HOLDINGS, INC. ATLANTIC GEOCONSTRUCTION HOLDINGS, INC. RETIREMENT SAVINGS PLAN | PURCELLVILLE VA | 243 | $14.5M | $146K |
