Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA International Small Cap Value Portfolio in their Schedule of Assets, totaling $470K 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 | CONETRIX, LLC CONETRIX 401(K) PLAN | LUBBOCK TX | 128 | $13.7M | $319K |
| 2 | BEAVERTON TOYOTA, INC. HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN | BEAVERTON OR | 170 | $15.5M | $113K |
| 3 | C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
YORK PA |
| 69 |
| $9.0M |
| $25K |
| 4 | ANCHOR CONSTRUCTION CORPORATION ANCHOR CONSTRUCTION CORPORATION 401(K) RETIREMENT PLAN | WASHINGTON DC | 382 | $18.9M | $13K |
