Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Dfa Us Small Cap Value I Mutual Fund in their Schedule of Assets, totaling $11.1M 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 | VOGEL LAW FIRM VOGEL LAW FIRM 401(K) PROFIT SHARING PLAN | FARGO ND | 86 | $48.2M | $1.8M |
| 2 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN | ROCKLAND MA | 190 | $73.9M | $1.5M |
| 3 | MIRION TECHNOLOGIES, INC. MIRION TECHNOLOGIES 401(K) PLAN |
ATLANTA GA |
| 1,329 |
| $201.3M |
| $1.3M |
| 4 | INFINITE CAMPUS, INC. INFINITE CAMPUS, INC. EMPLOYEES SAVINGS TRUST | BLAINE MN | 615 | $75.7M | $1.2M |
| 5 | ALBERT & MACKENZIE, LLP ALBERT & MACKENZIE, LLP 401(K) PROFIT SHARING PLAN | AGOURA HILLS CA | 343 | $28.3M | $880K |
| 6 | THE CARDIOVASCULAR GROUP, P.C. D/B/A VIRGINIA HEART THE CARDIOVASCULAR GROUP, P.C. 401(K) PROFIT SHARING PLAN | FALLS CHURCH VA | 405 | $82.6M | $869K |
| 7 | UTAH EMERGENCY PHYSICIANS, P.C. UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN SPY 2024 | SALT LAKE CITY UT | 151 | $99.6M | $539K |
| 8 | FLOOD & PETERSON INSURANCE, INC. FLOOD & PETERSON INSURANCE, INC. PROFIT SHARING PLAN | GREELEY CO | 102 | $21.0M | $528K |
| 9 | FOUR COUNTY COMPREHENSIVE MENTAL HEALTH CENTER, INC. 4C HEALTH RETIREMENT PLAN | PERU IN | 393 | $9.7M | $515K |
| 10 | SOLID GROUND WASHINGTON SOLID GROUND WASHINGTON PROFIT SHARING RETIREMENT PLAN | SEATTLE WA | 245 | $13.4M | $445K |
