Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA DFA US Small Cap Portfolio in their Schedule of Assets, totaling $4.4M 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 | WELCH FOODS, INC., A COOPERATIVE WELCH FOODS, INC. PENSION PLAN TRUST | CONCORD MA | — | $126.5M | $4.2M |
| 2 | ARKANSAS FEDERAL CREDIT UNION ARKANSAS FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LITTLE ROCK AR | 355 | $21.0M | $183K |
| 3 | ATHENA SERVICES INTERNATIONAL, LLC |
BETHESDA MD |
| 156 |
| $3.5M |
| $3K |
