Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Dfa Us Small Cap Growth Instl in their Schedule of Assets, totaling $2.6M 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 | GLENWOOD MANAGEMENT CORPORATION GLENWOOD MANAGEMENT CORPORATION 401(K) SAVINGS PLAN | NEW HYDE PARK NY | 332 | $71.4M | $1.5M |
| 2 | VIRTEX ENTERPRISES LP VIRTEX ENTERPRISES 401(K) PLAN | AUSTIN TX | 576 | $26.4M | $753K |
| 3 | ALLEGIANCE FUNDRAISING LLC ALLEGIANCE FUNDRAISING LLC 401(K) RETIREMENT SAVINGS PLAN |
FARGO ND |
| 183 |
| $22.3M |
| $148K |
| 4 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 371 | $182.6M | $135K |
| 5 | M. ARGUESO & CO., INC. M. ARGUESO & CO., INC. 401(K) PLAN & TRUST | MUSKEGON MI | 154 | $11.6M | $41K |
| 6 | 1910 LEGACY ENTERPRISES, INC. 1910 LEGACY ENTERPRISES EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | ATLANTA GA | 65 | $26.2M | $15K |
| 7 | SCELZI ENTERPRISES, INC. SCELZI ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN | FRESNO CA | 450 | $7.6M | $5K |
