Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors DFA U.S. Small Cap Value in their Schedule of Assets, totaling $1.1M 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 | TRICON ENERGY, INC. TRICON ENERGY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | HOUSTON TX | 145 | $30.3M | $533K |
| 2 | JAVA PRODUCTIONS, INC. JAVA PRODUCTIONS 401(K) PROFIT SHARING PLAN AND TRUST | BASTIAN VA | 128 | $17.2M | $527K |
