Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 60 retirement plans report an interest in this investment, totaling $4.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 5 name variants: DFA US Small CAP Fund, DFA US Small CAP, DFA US Small CAP I, DFA US Small CAP Portfolio, DFA US Small CAP Institutional. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | AT&T INC. SBC MASTER PENSION TRUST | DALLAS TX | — | $30.6B | $14.6M |
| 2 | THE MUSEUM OF CONTEMPORARY ART MOCA 401(K) PLAN | LOS ANGELES CA | 179 | $5.6M | $933K |
| 3 | VIEMED, INC. VIEMED, INC. 401(K) PLAN | LAFAYETTE LA | 1,178 | $25.1M | $607K |
| 4 | PATRIOT FIRE PROTECTION, INC. PATRIOT FIRE PROTECTION, INC. 401(K) PLAN AND TRUST | TACOMA WA | 154 | $37.3M | $384K |
| 5 | INDIANA PHYSICAL THERAPY, INC. INDIANA PHYSICAL THERAPY, INC. 401(K) SALARY REDUCTION PLAN & TRUST | FORT WAYNE IN | 144 | $15.5M | $296K |
| 6 | BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. BARRINGTON ORTHOPEDIC SPECIALISTS, LTD. 401(K) PROFIT SHARING PLAN | SCHAUMBURG IL | 184 | $46.2M | $233K |
| 7 | GRAY, LAYTON , KERSH, SOLOMON, FURR & SMITH, P.A. GRAY, LAYTON, KERSH, SOLOMON, FURR & SMITH 401(K) PROFIT SHARING PLAN AND TRUST | GASTONIA NC | 23 | — | $200K |
| 8 | BUCH CONSTRUCTION, INC. BUCH CONSTRUCTION, INC. EMPLOYEES' 401(K) PLAN | FULTON MD | 179 | $21.5M | $186K |
| 9 | SMITH AND HOWARD ADVISORY LLC SMITH AND HOWARD ADVISORY LLC 401(K) PROFIT SHARING PLAN | ATLANTA GA | 276 | $42.7M | $184K |
| 10 | PARAGON BANK PARAGON BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MEMPHIS TN | 122 | $17.4M | $168K |
