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 port instl ** in their Schedule of Assets, totaling $1.6M 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 | BRONDES FORD, INC. BRONDES FORD 401(K) PLAN | TOLEDO OH | 244 | $14.7M | $604K |
| 2 | JEFFREYM CONSULTING, LLC JEFFREYM CONSULTING, LLC 401(K) RETIREMENT PLAN | SEATTLE WA | 266 | $15.6M | $490K |
| 3 | NORTON SOUND HEALTH CORPORATION NORTON SOUND HEALTH CORPORATION EMPLOYEE TAX-DEFERRED 403(B) PLAN |
NOME AK |
| 809 |
| $30.3M |
| $303K |
| 4 | CENTURION INVESTMENTS, INC. CENTURION INVESTMENTS, INC. 401(K) PLAN AND TRUST | CHESTERFIELD MO | 172 | $24.5M | $181K |
