Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors US Small-Cap Growth Institutional Fund in their Schedule of Assets, totaling $4.9M 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 | ALLIANZ ASSET MANAGEMENT OF AMERICA LLC ALLIANZ ASSET MANAGEMENT OF AMERICA 401(K) SAVINGS AND RETIREMENT PLAN | NEWPORT BEACH CA | 2,228 | $2.2B | $4.2M |
| 2 | WEST COAST MATERIALS, INC. WEST COAST MATERIALS, INC. 401(K) PROFIT SHARING PLAN | BUENA PARK CA | 683 | $51.2M | $687K |
| 3 | COMMUNITY HOUSING ADVOCATES, INC. |
HARTFORD CT |
| 122 |
| $2.3M |
| $2K |
