Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dimensional Fund Advisors DFA U.S. Small Cap Fund - in their Schedule of Assets, totaling $850K 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 | ENGLE-HAMBRIGHT & DAVIES, INC. ENGLE-HAMBRIGHT & DAVIES, INC. 401(K) RETIREMENT PLAN | LANCASTER PA | 118 | $20.6M | $412K |
| 2 | MEALS ON WHEELS PEOPLE, INC. MEALS ON WHEELS PEOPLE, INC. 401(K) PROFIT SHARING PLAN | PORTLAND OR | 114 | $7.7M | $178K |
| 3 | CRESA PARTNERS BOSTON INC |
BOSTON MA |
| 95 |
| $39.9M |
| $137K |
| 4 | ALFRED DUNNER, INC. ALFRED DUNNER, INC. 401(K) PLAN | NEW YORK NY | 181 | $38.5M | $107K |
| 5 | OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY UNION OZARKS COCA-COLA/DR PEPPER BOTTLING COMPANY UNION 401(K) PLAN | SPRINGFIELD MO | 142 | $5.9M | $15K |
| 6 | CARR AUTO GROUP, INC. CARR AUTO GROUP 401(K) RETIREMENT PLAN | BEAVERTON OR | 259 | $22.7M | $1K |
