Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 64 retirement plans report an interest in this investment, totaling $1.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 2 name variants: DFA Intl Small Fund, DFA Intl Small Port. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GREATER SAN ANTONIO EMERGENCY PHYSICIANS, P.A. GSEP RETIREMENT PLAN | SAN ANTONIO TX | 80 | $40.6M | $149K |
| 2 | SKYVIEW COOLING COMPANY SKYVIEW COOLING COMPANY 401(K) PROFIT SHARING PLAN | YUMA AZ | 707 | $17.7M | $116K |
| 3 | STERN, KORY, SREDEN & MORGAN, AN ACCOUNTANCY CORPORATION STERN, KORY, SREDEN & MORGAN 401(K) PROFIT SHARING PLAN | STEVENSON RANCH CA | 23 | — | $108K |
| 4 | THE FUNK COMPANIES THE FUNK COMPANIES 401(K) PLAN | OKLAHOMA CITY OK | 229 | $18.7M | $93K |
| 5 | ST. MICHAEL'S, INC. ST. MICHAEL'S, INC. 401(K) PROFIT SHARING PLAN & TRUST | WOODBRIDGE VA | 109 | $10.8M | $91K |
| 6 | HALL INDUSTRIES, INC. HALL INDUSTRIES, INC. 401(K) RETIREMENT PLAN | ELLWOOD CITY PA | 216 | $13.6M | $79K |
| 7 | LANTIS ENTERPRISES, INC. LANTIS ENTERPRISES, INC. 401(K) PLAN | SPEARFISH SD | 273 | $5.3M | $70K |
| 8 | C SQUARED SYSTEMS, L.L.C. C SQUARED SYSTEMS, L.L.C. 401(K) PLAN | AUBURN NH | 139 | $11.0M | $68K |
| 9 | LONGS JEWELERS, LTD LONG'S JEWELERS, LTD 401(K) PROFIT SHARING PLAN | BURLINGTON MA | 170 | $16.8M | $58K |
| 10 | FOOD INGREDIENTS, INC. FBH GROUP 401(K) PLAN | WAUKESHA WI | 44 | — | $55K |
