Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Small Cap Value in their Schedule of Assets, totaling $4.2M 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 | ENNIS, INC. ENNIS INC. 401K PLAN | MIDLOTHIAN TX | 1,816 | $160.1M | $3.2M |
| 2 | EXAMWORKS, LLC EXAMWORKS 401(K) PLAN | ATLANTA GA | 2,766 | $89.9M | $536K |
| 3 | JOHN MORIARTY & ASSOCIATES, INC. JOHN MORIARTY & ASSOCIATES, INC. 401K RETIREMENT PLAN |
| 424 |
| $104.8M |
| $321K |
| 4 | MELTON MACHINE & CONTROL COMPANY MELTON MACHINE & CONTROL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | WASHINGTON MO | 107 | $57.3M | $89K |
