Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 610 retirement plans report an interest in this investment, totaling $47.5M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: DFA U S Small CAP Fund, DFA U S Small CAP Portfolio, DFA U S Small CAP, DFA U S Small CAP Portfolio I, DFA U S Small CAP Funds. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $1.4M |
| 2 | WEIMER BEARING & TRANSMISSION, INC. WEIMER BEARING & TRANSMISSION, INC. 401K SAVINGS PLAN | GERMANTOWN WI | 375 | $63.2M | $1.3M |
| 3 | AMERICAN PULVERIZER COMPANY AMERICAN PULVERIZER COMPANY/HUSTLER CONVEYOR EMPLOYEES' PROFIT SHARING & 401(K) PLAN | ST. LOUIS MO | 120 | $16.6M | $970K |
| 4 | CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA CARDIOTHORACIC & VASCULAR SURGICAL ASSOCIATES, PA 401(K) PLAN | MINNETONKA MN | 114 | $21.8M | $870K |
| 5 | SDI INNOVATIONS, INC. SDI INNOVATIONS, INC. RETIREMENT READINESS 401(K)PLAN | LAFAYETTE IN | 117 | $15.6M | $703K |
| 6 | ADMINISTRATIVE CONTROL SERVICES, INC. ADMINISTRATIVE CONTROL SERVICES, INC. EMPLOYEE DIRECTED RETIREMENT AND 401(K) SAVINGS PLAN | RESTON VA | 156 | $28.0M | $644K |
| 7 | HERTRICH FAMILY OF AUTOMOBILE DEALERS HERTRICH FAMILY OF AUTOMOBILE DEALERS 401 (K) PLAN | SEAFORD DE | 915 | $41.8M | $601K |
| 8 | Z.V. PATE, INC. Z.V. PATE GROUP RETIREMENT SAVINGS & PROFIT SHARING PLAN | NORTH CAROLINA NC | 265 | $24.8M | $589K |
| 9 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 691 | $74.6M | $569K |
| 10 | R & R INSURANCE SERVICES, INC. R & R INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN | WAUKESHA WI | 213 | $58.6M | $550K |
