Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dfa Us Small Cap Value Institutional Class in their Schedule of Assets, totaling $766K 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 | FORT WAYNE ZOOLOGICAL SOCIETY FORT WAYNE ZOOLOGICAL SOCIETY MATCHING RETIREMENT PLAN | FORT WAYNE IN | 192 | $4.5M | $239K |
| 2 | AVADEK, INC. AVADEK, INC. 401(K) RETIREMENT SAVINGS PLAN | WEBSTER TX | 240 | $15.9M | $207K |
| 3 | BOWEN HEALTH BOWEN HEALTH 403(B) PLAN |
WARSAW IN |
| 1,128 |
| $25.0M |
| $175K |
| 4 | SOLUTIONS SHARED SERVICES INC. SOLUTIONS SHARED SERVICES INC. 401K PLAN | SAN ANTONIO TX | 91 | $21.7M | $114K |
| 5 | VISITING NURSE & HOSPICE HOME VISITING NURSE & HOSPICE HOME RETIREMENT PLAN | FORT WAYNE IN | 172 | $6.5M | $32K |
