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 N/R in their Schedule of Assets, totaling $3.4M 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 | AIR WISCONSIN AIRLINES LLC AIR WISCONSIN AIRLINES SAVINGS PLAN | APPLETON WI | 293 | $59.1M | $2.8M |
| 2 | WERNER ELECTRIC SUPPLY CO. WERNER ELECTRIC SUPPLY CO. 401(K) PROFIT SHARING PLAN | APPLETON WI | 451 | $70.1M | $665K |
