Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors U.S. Small Cap Growth Portfolio Institutional Fund in their Schedule of Assets, totaling $386K 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 | PACIFIC INTERNATIONAL VEGETABLE MARKETING, INC. PACIFIC INTERNATIONAL VEGETABLE MARKETING, INC. 401(K) PROFIT SHARING PLAN | SALINAS CA | 86 | $18.3M | $380K |
| 2 | NEW GENERATION WELLNESS, INC. NEW GENERATION WELLNESS, INC. 401(K) PROFIT SHARING PLAN | IRVINE CA | 207 | $12.8M | $6K |
