Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Small Cap Growth Institutional Fund in their Schedule of Assets, totaling $2.0M 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 | N.P. DODGE COMPANY NP DODGE COMPANY 401(K) RETIREMENT PLAN AND TRUST | OMAHA NE | 523 | $38.8M | $1.5M |
| 2 | GOODWILL INDUSTRIES OF WEST MICHIGAN, INC. GOODWILL INDUSTRIES OF WEST MICHIGAN INC EMPLOYEE PENSION PLAN | MUSKEGON MI | 355 | $9.3M | $212K |
| 3 | ANGEL OAK COMPANIES LP |
ATLANTA GA |
| 260 |
| $28.8M |
| $171K |
| 4 | PSYCH ASSOCIATES GROUP LLC PSYCH ASSOCIATES GROUP LLC 401(K) PROFIT SHARING PLAN | TIMONIUM MD | 173 | $6.4M | $99K |
