Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA US Small Cap Value Port Instl Mutual fund in their Schedule of Assets, totaling $26.8M 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 | JOY CONE CO. JOY CONE CO. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,230 | $142.2M | $12.0M |
| 2 | EPIC GAMES INC EPIC GAMES, INC. 401(K) PLAN AND TRUST | CARY NC | 2,890 | $711.3M | $5.2M |
| 3 | USIBELLI COAL MINE, INC. USIBELLI COAL MINE, INC. MASTER TRUST |
HEALY AK |
| — |
| $72.2M |
| $4.3M |
| 4 | HO-CHUNK NATION HO-CHUNK NATION 401(K) PLAN & TRUST | BLACK RIVER FALLS WI | 2,392 | $85.6M | $2.5M |
| 5 | GRYPHON ADVISORS, LLC GRYPHON INVESTORS 401K RETIREMENT PLAN | SAN FRANCISCO CA | 145 | $34.7M | $1.5M |
| 6 | KENT WATER SPORTS HOLDINGS, LLC KENT WATER SPORTS HOLDINGS, LLC EMPLOYEES' 401(K) PLAN | NEW LONDON OH | 361 | $14.0M | $987K |
| 7 | UNIVERSITY CHILD DEVELOPMENT SCHOOL UNIVERSITY CHILD DEVELOPMENT SCHOOL 403(B) PLAN | SEATTLE WA | 108 | $20.9M | $360K |
| 8 | VICE MEDIA ACQUISITION, LLC VICE MEDIA ACQUISITION, LLC 401(K) PLAN | BROOKLYN NY | 109 | $55.0M | $12K |
