Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors DFA U.S. Small Cap Portfolio I 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 | HANTZMON WIEBEL LLP HANTZMON WIEBEL LLP PROFIT SHARING PLAN | CHARLOTTESVILLE VA | 92 | $34.5M | $544K |
| 2 | LIFE'S WORC LIFE'S WORC 403(B) PROFIT SHARING PLAN | GARDEN CITY NY | 1,017 | $19.3M | $517K |
| 3 | SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. RETIREMENT INCOME PLAN |
RICHARDSON TX |
| 121 |
| $29.5M |
| $202K |
