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 Fund in their Schedule of Assets, totaling $74K 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 | EPPENDORF HOLDING, INCORPORATED EPPENDORF HOLDINGS, INC. 401(K) PLAN | ENFIELD CT | 761 | $133.3M | $43K |
| 2 | CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT, INC. CHILD & FAMILY AGENCY OF SOUTHEASTERN CONNECTICUT 403(B) PLAN | NEW LONDON CT | 229 | $4.9M | $31K |
