Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Small Cap Value Port in their Schedule of Assets, totaling $6.3M 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 | BOARD OF TRUSTEES, U.A. UNION LOCAL NO. 290 PLUMBER, U.A. UNION LO. NO. 290 PLUMBER, STEAMFITTER AND SHIPFITTER INDUSTRY RETIREE HEALTH AND WELFARE PLAN | TUALATIN OR | 3,717 | $366.9M | $5.9M |
| 2 | LAWRENCE GROUP PEOPLE, LLC LAWRENCIAN OMNISCIENT OCCUPATIONAL TRUST | ST. LOUIS MO | 160 | $22.5M | $457K |
