Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Small-Cap Value I Fund in their Schedule of Assets, totaling $3.3M 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 | SMITHBUCKLIN CORPORATION SMITHBUCKLIN EMPLOYEE RETIREMENT PLAN | CHICAGO IL | 633 | $242.5M | $1.6M |
| 2 | THE CHRISTMAN COMPANY THE CHRISTMAN COMPANY PROFIT SHARING RETIREMENT PLAN | LANSING MI | 892 | $136.4M | $764K |
| 3 | SCIENTIFIC APPLICATIONS & RESEARCH ASSOCIATES, INC. |
CYPRESS CA |
| 277 |
| $43.7M |
| $339K |
| 4 | THE COUNTRY VINTNER, INC. D/B/A WINEBOW WINEBOW 401(K) PLAN | GLEN ALLEN VA | 1,363 | $144.0M | $231K |
| 5 | UNILOCK NEW YORK, INC. UNILOCK RETIREMENT PLAN AND TRUST (NEW YORK) | BREWSTER NY | 107 | $23.6M | $223K |
| 6 | MARKETING ALLIANCE GROUP, INC. MARKETING ALLIANCE GROUP 401K RETIREMENT PLAN | DALTON GA | 1,031 | $21.7M | $140K |
| 7 | MAXLITE, INC. MAXLITE 401(K) PLAN | PINEBROOK NJ | 95 | $7.4M | $7K |
