Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Small Cap Portfolio in their Schedule of Assets, totaling $2.1M 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 | YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK PA | 420 | $100.7M | $1.5M |
| 2 | STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN | YORK PA | 175 | $27.9M | $326K |
| 3 | VENTURE FORTHE, INC. VENTURE FORTHE, INC. 401(K) PLAN |
NIAGARA FALLS NY |
| 724 |
| $4.9M |
| $218K |
| 4 | JACKSON AUTOMOTIVE INVESTMENTS, LLC DBA TOYOTA OF ROCKWALL JACKSON AUTOMOTIVE GROUP, LLC 401(K) PLAN | ROCKWALL TX | 286 | $4.0M | $12K |
| 5 | TOPSIDE FEDERAL CREDIT UNION TOPSIDE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN | DAHLGREN VA | 0 | $0 | $4K |
