Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Us Smcap Value I Fund in their Schedule of Assets, totaling $1.1M 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 | GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. GOODWILL INDUSTRIES OF THE SOUTHERN PIEDMONT, INC. RETIREMENT PLAN | CHARLOTTE NC | 1,235 | $15.4M | $542K |
| 2 | UNILOCK CHICAGO, INC. UNILOCK RETIREMENT PLAN AND TRUST (CHICAGO) | AURORA IL | 192 | $38.7M | $394K |
| 3 | BANK OF IDAHO HOLDING COMPANY |
IDAHO FALLS ID |
| 200 |
| $9.9M |
| $119K |
| 4 | HUDSONVILLE CREAMERY AND ICE CREAM COMPANY, LLC HUDSONVILLE CREAMERY AND ICE CREAM COMPANY, LLC RETIREMENT SAVINGS PLAN | HOLLAND MI | 254 | $15.7M | $39K |
| 5 | PEPPERL FUCHS, INC. PEPPERL + FUCHS, INC. PROFIT SHARING RETIREMENT SAVINGS PLAN | TWINSBURG OH | 330 | $56.2M | $10K |
