Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Small Cap Value Portfolio in their Schedule of Assets, totaling $176K 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 | WILLIAMSON CADILLAC COMPANY WILLIAMSON CADILLAC EMPLOYEES' RETIREMENT PLAN AND TRUST | MIAMI FL | 162 | $22.7M | $113K |
| 2 | C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | YORK PA | 69 | $9.0M | $37K |
| 3 | QUALITY TEMPORARY SERVICES, INC. |
FLINT MI |
| 487 |
| $4.5M |
| $26K |
