Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors U.S. Small Cap Value Portfolio Institutional Class in their Schedule of Assets, totaling $5.4M 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 | APL LOGISTICS AMERICAS, LTD THE SAVE PLAN | SCOTTSDALE AZ | 2,669 | $174.7M | $3.5M |
| 2 | THE PROVIDENCE COMMUNITY HEALTH CEN THE PROVIDENCE COMMUNITY HEALTH CENTERS, INC | PROVIDENCE RI | 634 | $99.8M | $1.5M |
| 3 | INSERRA SUPERMARKETS, INC. INSERRA SUPERMARKETS, INC. PROFIT SHARING 401(K) PLAN |
MAHWAH NJ |
| 432 |
| $74.9M |
| $253K |
| 4 | HG MANAGEMENT, LLC HG MANAGEMENT LLC 401(K) PLAN | HURRICANE UT | 202 | $2.0M | $85K |
| 5 | NESTEGGS RETIREMENT PLAN SERVICES, INC. NESTEGGS MASTER POOLED 401(K) PLAN | JACKSONVILLE FL | 2,294 | $79.9M | $69K |
