Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA DFA U.S. Small Cap Portfolio in their Schedule of Assets, totaling $2.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DOLE PACKAGED FOODS, LLC DOLE PACKAGED FOODS, LLC SALARIED EMPLOYEES 401(K) PLAN | WESTLAKE VILAGE CA | 390 | $102.6M | $2.7M |
| 2 | GYPSUM SYSTEMS MANAGEMENT, INC. GYPSUM SYSTEMS MANAGEMENT 401(K) PLAN | ELMA NY | 129 | $16.9M | $133K |
| 3 | DOLE PACKAGED FOODS, LLC |
WESTLAKE VILLAGE CA |
| 533 |
| $13.9M |
| $9K |