Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US SmCap Inst Mutual funds in their Schedule of Assets, totaling $601K 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 | MILE BLUFF MEDICAL CENTER, INC MILE BLUFF MEDICAL CENTER, INC. 401(K) PLAN | MAUSTON WI | 569 | $108.0M | $504K |
| 2 | PIPER FIRE PROTECTION, INC. PIPER FIRE PROTECTION, LLC 401(K) PLAN & TRUST | CLEARWATER FL | 0 | $0 | $39K |
| 3 | SAN DIEGO COASTAL MEDICAL GROUP, INC. |
SAN DIEGO CA |
| 286 |
| $136.5M |
| $27K |
| 4 | COULSON AVIATION (USA), INC. COULSON AVIATION (USA), INC. 401(K) PLAN | PORTLAND OR | 171 | $10.1M | $23K |
| 5 | DATAMENTORS, LLC DATAMENTORS, LLC 401(K) PROFIT SHARING PLAN | WESLEY CHAPEL FL | 0 | $0 | $9K |
