Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors Small Cap Value Fund in their Schedule of Assets, totaling $9.2M 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 | AMADA NORTH AMERICA, INC. AMADA NORTH AMERICA GROUP PROFIT SHARING AND 401(K) PLAN | BUENA PARK CA | 927 | $151.8M | $5.8M |
| 2 | FRANKLIN ELECTRIC COMPANY FRANKLIN ELECTRIC CO., INC. RETIREMENT PROGRAM | FORT WAYNE IN | 1,533 | $258.0M | $2.9M |
| 3 | HEADWATER COMPANIES, LLC |
FORT WAYNE IN |
| 851 |
| $60.8M |
| $453K |
| 4 | VANGUARD FURNITURE CO., INC. VANGUARD FURNITURE CO., INC. EMPLOYEES' RETIREMENT SAVINGS PLAN | CONOVER NC | 634 | $21.2M | $21K |
