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 US SM 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 | BUMBLE BEE FOODS, LLC BUMBLE BEE FOODS, LLC 401(K) PLAN | SAN DIEGO CA | 505 | $70.3M | $750K |
| 2 | OUTTEN & GOLDEN LLP OUTTEN & GOLDEN LLP 401(K) PLAN | NEW YORK NY | 130 | $30.0M | $376K |
| 3 | RUGBY HOLDINGS LLC RUGBY 401(K) PLAN | CONCORD |
| 666 |
| $33.0M |
| $2K |
