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 Institutional Class Mutual Fund in their Schedule of Assets, totaling $249K 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 | EPIC CONSOLIDATED OPERATIONS, LLC EPIC CONSOLIDATED OPERATIONS, LLC 401(K) PLAN | SAN ANTONIO TX | 215 | $18.3M | $198K |
| 2 | CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. CAPITAL CITY PUBLIC CHARTER SCHOOL, INC. 403 (B) PLAN | WASHINGTON DC | 233 | $19.4M | $26K |
| 3 | TRULAND EQUIPMENT, LLC |
VAN WERT OH |
| 460 |
| $44.7M |
| $26K |
