Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA US Small Cap Value Mutual fund in their Schedule of Assets, totaling $13.3M 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 | UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN | BIRMINGHAM AL | 5,019 | $1.6B | $5.9M |
| 2 | WOOD COUNTY HOSPITAL WOOD COUNTY HOSPITAL RETIREMENT PLAN | BOWLING GREEN OH | 714 | $60.0M | $2.8M |
| 3 | PENNONI ASSOCIATES INC. |
PHILADELPHIA PA |
| 1,365 |
| $165.4M |
| $1.6M |
| 4 | CARROLL COUNTY MEMORIAL HOSPITAL CARROLL COUNTY MEMORIAL HOSPITAL EMPLOYEES 401K PLAN & TRUST | CARROLLTON MO | 238 | $19.1M | $1.0M |
| 5 | SUSMAN, TISDALE, GAYLE ARCHITECTS, DBA STG DESIGN, INC. STG DESIGN PROFIT SHARING 401(K) PLAN | AUSTIN TX | 80 | $14.1M | $700K |
| 6 | INNOVATIVE REFRIGERATION SYSTEMS, INC. INNOVATIVE REFRIGERATION SYSTEMS, INC. 401K PLAN | LYNDHURST VA | 407 | $37.1M | $452K |
| 7 | SUNFLOWER ELECTRIC POWER CORPORATION SUNFLOWER ELECTRIC POWER CORPORATION 401(K) PLAN | HAYS KS | 460 | $51.6M | $337K |
| 8 | HEARTLAND VETERINARY PARTNERS HEARTLAND VETERINARY PARTNERS 401(K) PLAN | CHICAGO IL | 3,403 | $33.7M | $228K |
| 9 | MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN | SHELBYVILLE IN | 354 | $45.2M | $168K |
| 10 | RFPIO, INC. A DELAWARE CORPORATION D/B/A RESPONSIVE RESPONSIVE - 401(K) | PORTLAND OR | 212 | $11.3M | $66K |
