Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Small Cap Value Mutual funds in their Schedule of Assets, totaling $7.3M 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 | ADC PHYSICIANS, P.A. ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 109 | $89.4M | $3.7M |
| 2 | ADC PHYSICIANS, P.A. ADC PHYSICIANS, P.A. 401(K) PROFIT SHARING PLAN | AUSTIN TX | 96 | $71.4M | $3.3M |
| 3 | SEQUOIA FINANCIAL GROUP, LLC SEQUOIA FINANCIAL GROUP, LLC 401(K) PLAN |
AKRON OH |
| 295 |
| $34.4M |
| $270K |
| 4 | VETERANS OF FOREIGN WARS OF THE UNITED STATES VFW TAX DEFERRED SAVINGS PLAN AND TRUST | KANSAS CITY MO | 186 | $28.9M | $28K |
