Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US SmallCap Portfolio Inst Mutual fund in their Schedule of Assets, totaling $427K 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 | CENTER FOR EARLY EDUCATION CENTER FOR EARLY EDUCATION DC RETIREMENT PLAN | WEST HOLLYWOOD CA | 128 | $45.5M | $255K |
| 2 | CREATIVE CENTER OF LOS ALTOS PINEWOOD-OAKWOOD SCHOOL 403(B) RETIREMENT PLAN | LOS ALTOS CA | 208 | $41.5M | $159K |
| 3 | THE FOUNDATION SCHOOLS |
LARGO MD |
| 172 |
| $28.2M |
| $14K |
