Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Us Small Cap Value I in their Schedule of Assets, totaling $7.2M 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 | TRI-WEST, LTD. TRI-WEST, LTD. 401K/PROFIT SHARING PLAN | SANTA FE SPRINGS CA | 325 | $63.8M | $2.4M |
| 2 | DINE BRANDS GLOBAL, INC. DINE BRANDS GLOBAL, INC. 401(K) PLAN | PASADENA CA | 931 | $134.7M | $1.2M |
| 3 | PRIMARY CARE PARTNERS, LLC PCP/AHP/ABS 401(K) PROFIT SHARING PLAN |
MORRIS PLAINS NJ |
| 439 |
| $45.1M |
| $1.1M |
| 4 | GTE FEDERAL CREDIT UNION GTE FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN | TAMPA FL | 525 | $61.3M | $899K |
| 5 | HOWARD TERNES PACKAGING COMPANY HOWARD TERNES PACKAGING COMPANY PROFIT SHARING 401(K) PLAN | LIVONIA MI | 116 | $18.5M | $664K |
| 6 | RUPP PFALZGRAF LLC RUPP PFALZGRAF LLC 401(K) PROFIT SHARING PLAN | BUFFALO NY | 129 | $25.9M | $252K |
| 7 | WOMEN'S HEALTH MISSISSIPPI, LLC WOMEN'S HEALTH MISSISSIPPI, LLC 401(K) PLAN | FLOWOOD MS | 187 | $60.0M | $223K |
| 8 | PLAYSTUDIOS US, LLC PLAYSTUDIOS US, LLC 401(K) PLAN | LAS VEGAS NV | 174 | $13.8M | $139K |
| 9 | FIRST SERVICE CREDIT UNION FIRST SERVICE CREDIT UNION 401(K) PLAN AND TRUST | HOUSTON TX | 269 | $17.1M | $137K |
| 10 | UNITED MIDWEST SAVINGS BANK UNITED MIDWEST SAVINGS BANK 401(K) PLAN | WESTERVILLE OH | 176 | $13.0M | $83K |
