Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US SmCap Value I Fund Mutual fund in their Schedule of Assets, totaling $1.3M 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 | KLEIN FOODS, INC. DBA RODNEY STRONG WINE ESTATES KLEIN FOODS, INC. 401(K) PLAN | HEALDSBURG CA | 209 | $23.2M | $992K |
| 2 | STEINBERG HART STEINBERG HART 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 103 | $35.5M | $259K |
| 3 | TURNING POINT COMMUNITY PROGRAMS TURNING POINT COMMUNITY PROGRAMS 401(K) RETIREMENT PLAN |
RANCHO CORDOVA CA |
| 934 |
| $25.2M |
| $36K |
| 4 | SEABROOK ISLAND CLUB SEABROOK ISLAND CLUB RETIREMENT SAVINGS PLAN | JOHNS ISLAND SC | 206 | $5.7M | $33K |
