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 Instl in their Schedule of Assets, totaling $741K 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 | CARDINAL OPERATING COMPANY CARDINAL OPERATING COMPANY 401(K) PLAN | COLUMBUS OH | 257 | $56.7M | $684K |
| 2 | CITY CREDIT UNION CITY CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | DALLAS TX | 102 | $7.5M | $56K |
