Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA US Small Cap Value Fund Mutual fund in their Schedule of Assets, totaling $29.7M 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 | INTUITIVE SURGICAL, INC. INTUITIVE SURGICAL, INC. 401(K) PLAN | SUNNYVALE CA | 8,736 | $1.0B | $13.6M |
| 2 | ABX AIR, INC. CAPITAL ACCUMULATION PLAN | WILMINGTON OH | 2,045 | $279.9M | $8.2M |
| 3 | ABX AIR, INC. ABX AIR, INC. PILOTS INVESTMENT PLAN |
| 307 |
| $223.2M |
| $2.2M |
| 4 | KELLER ROHRBACK LLP KELLER ROHRBACK LLP 401(K) PROFIT SHARING PLAN | SEATTLE WA | 168 | $86.5M | $1.9M |
| 5 | 4IMPRINT, INC. 4IMPRINT, INC. 401(K) PLAN | OSHKOSH WI | 1,616 | $105.2M | $1.3M |
| 6 | GLOSTEN, INC. GLOSTEN, INC. PROFIT SHARING/401(K) PLAN | SEATTLE WA | 122 | $50.7M | $1.2M |
| 7 | JEFFERSON CENTER FOR MENTAL HEALTH JEFFERSON CENTER FOR MENTAL HEALTH SAVINGS PLAN | WHEAT RIDGE CO | 756 | $42.4M | $918K |
| 8 | VISHAY PRECISION GROUP, INC. VISHAY PRECISION GROUP, INC. SAVINGS PLAN | MALVERN PA | 372 | $51.7M | $291K |
| 9 | BESTOW INC. BESTOW 401(K) PLAN | DALLAS TX | 156 | $10.1M | $60K |
