Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA DFA US Small Cap Fund in their Schedule of Assets, totaling $1.4M 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 | HIWAY CREDIT UNION HIWAY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | SAINT PAUL MN | 150 | $54.5M | $1.1M |
| 2 | LA CAPITOL FEDERAL CREDIT UNION LA CAPITOL FEDERAL CREDIT UNION 401(K) PLAN | BATON ROUGE LA | 157 | $5.1M | $220K |
| 3 | A.R.M. 401(K) PLAN A.R.M. 401(K) PLAN |
LAKELAND FL |
| 195 |
| $2.8M |
| $76K |
| 4 | PRITCHARD AUTO COMPANY PRITCHARD AUTO GROUP 401(K) PLAN | CLEAR LAKE IA | 322 | $11.6M | $23K |
| 5 | HOSPICE CARE CORPORATION HOSPICE CARE CORPORATION RETIREMENT PLAN | ARTHURDALE WV | 67 | $3.8M | $10K |
| 6 | NEW BRITAIN TRANSPORTATION COMPANY NEW BRITAIN TRANSPORTATION COMPANY 401(K) PROFIT SHARING PLAN | BERLIN CT | 287 | $3.9M | $1K |