Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Small Cap Value I Mutual fund N/A in their Schedule of Assets, totaling $550K 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 | MT. OGDEN EYE CENTER, LLC MT. OGDEN EYE CENTER, LLC PROFIT SHARING 401(K) PLAN | OGDEN UT | 165 | $10.2M | $529K |
| 2 | THE BOYER COMPANY, L.C. BOYER 401(K) RETIREMENT PLAN | SALT LAKE CITY UT | 147 | $20.6M | $12K |
| 3 | ALTURAS, LLC ALTURAS, LLC RETIREMENT TRUST |
EAGLE ID |
| 250 |
| $8.0M |
| $8K |
