Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA DFA U.S. Small Cap Portfolio Institutional Class in their Schedule of Assets, totaling $1.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COMMUNICATION TECHNOLOGY SERVICES, LLC CTS 401(K) PLAN | MARLBORO MA | 339 | $25.7M | $681K |
| 2 | BOARD OF TRUSTEES OF THE TWIN CITY IRONWORKERS DC PENSION FUND TWIN CITY IRONWORKERS DEFINED CONTRIBUTION FUND | BLOOMINGTON MN | 2,696 | $379.6M | $442K |
| 3 | COSMO INTERNATIONAL CORP |
DEERFIELD BEACH FL |
| 143 |
| $22.8M |
| $362K |
| 4 | RMS LIFELINE INC RMS LIFELINE INC 401(K) PROFIT SHARING PLAN & TRUST | DEERFIELD IL | 348 | $21.8M | $227K |
| 5 | CONTI SERVICE, LLC CONTI SERVICE, LLC MEP 401(K) PLAN | STERLING HEIGHTS MI | 719 | $29.4M | $143K |
| 6 | OSHA BERGMAN WATANABE & BURTON LLP OSHA BERGMAN WATANABE & BURTON 401(K) PLAN | HOUSTON TX | 123 | $18.1M | $27K |
