Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Vector Equity Portfolio 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 | JULY BUSINESS SERVICES JULY BUSINESS SERVICES 401(K) PLAN | WACO TX | 234 | $26.2M | $803K |
| 2 | PRECISION TOOLS SERVICE, INC. PTS GROUP SAVINGS PLAN | COLUMBUS IN | 239 | $14.0M | $458K |
