Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding DFA US Small Cap Value I ** in their Schedule of Assets, totaling $20.8M 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 | ATLANTIC UNION BANKSHARES CORPORATION ATLANTIC UNION BANKSHARES CORPORATION 401(K) PROFIT SHARING PLAN | GLEN ALLEN VA | 1,978 | $300.7M | $12.3M |
| 2 | ROCKWOOD CAPITAL, LLC ROCKWOOD CAPITAL 401(K) RETIREMENT PLAN | SAN FRANCISCO CA | 80 | $61.1M | $2.7M |
| 3 | REPAY MANAGEMENT SERVICES LLC |
ATLANTA GA |
| 444 |
| $33.5M |
| $1.2M |
| 4 | COMMUNITY FIRST BANCORPORATION COMMUNITY FIRST BANCORPORATION, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | KENNEWICK WA | 140 | $21.1M | $1.0M |
| 5 | BRIGHTVIEW SENIOR LIVING, LLC THE BRIGHTVIEW SENIOR LIVING 401(K) PLAN | BALTIMORE MD | 4,852 | $103.1M | $868K |
| 6 | PETROLEUM TRADERS CORPORATION PETROLEUM TRADERS CORPORATION 401(K) SALARY REDUCTION PLAN AND TRUST | FORT WAYNE IN | 103 | $13.0M | $312K |
| 7 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN | LINCOLN RI | 503 | $26.0M | $306K |
| 8 | ACCESS BANK ACCESS BANK 401(K) PLAN | OMAHA NE | 125 | $14.0M | $295K |
| 9 | TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN | FLUSHING NY | 845 | $53.9M | $293K |
| 10 | THE GORDON SCHOOL THE GORDON SCHOOL 403(B) RETIREMENT PLAN | EAST PROVIDENCE RI | 83 | $22.8M | $252K |
