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 Portfolio Institutional Class Mutual fund in their Schedule of Assets, totaling $8.7M 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 | QUIKTRIP CORPORATION QUIKTRIP CORPORATION RETIREMENT PLAN | TULSA OK | 13,644 | $4.8B | $5.5M |
| 2 | FENWICK & WEST LLP FENWICK & WEST LLP PARTNERS' PENSION PLAN II | MOUNTAIN VIEW CA | 150 | $59.9M | $3.0M |
| 3 | P.W. GILLIBRAND CO., INC. P.W. GILLIBRAND COMPANY TAX-DEFERRED SAVINGS PLAN |
SIMI VALLEY CA |
| 215 |
| $25.2M |
| $163K |
| 4 | WOODBURN NURSERY & AZALEAS, INC. WOODBURN NURSERY & AZALEAS, INC. RETIREMENT PLAN AND TRUST | WOODBURN OR | 134 | $18.8M | $24K |
