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 Us Small Cap Institutional Class in their Schedule of Assets, totaling $759K 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 | LAKE MICHIGAN CREDIT UNION LAKE MICHIGAN CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | GRAND RAPIDS MI | 1,370 | $50.9M | $498K |
| 2 | GLOBAL TECHNICAL SYSTEMS GLOBAL TECHNICAL SYSTEMS 401(K) PLAN | VIRGINIA BEACH VA | 190 | $10.9M | $261K |
