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 Port Instl Fund in their Schedule of Assets, totaling $15.8M 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 | MCKINSTRY CO. LLC MCKINSTRY CO. PROFIT SHARING AND 401(K) PLAN | SEATTLE WA | 1,392 | $251.6M | $15.7M |
| 2 | NESTEGGS RETIREMENT PLAN SERVICES, INC. THE PINNACLE ADVISORS POOLED EMPLOYER 401(K) PLAN | JACKSONVILLE FL | 188 | $16.8M | $139K |
| 3 | NESTEGGS RETIREMENT PLAN SERVICES, INC. |
JACKSONVILLE FL |
| 548 |
| $37.4M |
| $3K |
