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 Value Portfolio Institutional Class - in their Schedule of Assets, totaling $2.3M 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 | ELLIOTT DAVIS, LLC ELLIOTT DAVIS 401(K) RETIREMENT PLAN | GREENVILLE SC | 886 | $145.5M | $1.8M |
| 2 | STEEL ENCOUNTERS, INC. STEEL ENCOUNTERS, INC. PROFIT SHARING PLAN | SALT LAKE CITY UT | 216 | $12.0M | $293K |
| 3 | AMS MECHANICAL HOLDINGS, INC. AMS MECHANICAL HOLDINGS, INC. 401(K) PROFIT SHARING PLAN |
WOODRIDGE IL |
| 175 |
| $29.5M |
| $188K |
