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 Portfolio Institutional Mutual Fund in their Schedule of Assets, totaling $712K 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 | ARDEN BUILDING COMPANIES, LLC ARDEN BUILDING COMPANIES, LLC RETIREMENT PLAN | PAWTUCKET RI | 116 | $36.6M | $670K |
| 2 | VISITING NURSE SERVICES OF IOWA, DBA EVERYSTEP EVERYSTEP 401(K) PLAN | DES MOINES IA | 316 | $16.1M | $42K |
