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 Value Port in their Schedule of Assets, totaling $189K 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 | THAI SUMMIT AMERICA CORPORATION THAI SUMMIT AMERICA CORPORATION PROFIT SHARING & 401(K) PLAN | HOWELL MI | 879 | $56.0M | $161K |
| 2 | GUAYAKI GUAYAKI YERBA MATE 401(K) PLAN | VENICE CA | 276 | $12.0M | $28K |
