Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA DFA US Small Cap in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SUN FEDERAL CREDIT UNION SUN FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | MAUMEE OH | 121 | $24.8M | $861K |
| 2 | BELL FLAVORS & FRAGRANCES, INC. BELL FLAVORS AND FRAGRANCES, INC. RETIREMENT SAVINGS AND PROFIT SHARING PLAN | NORTHBROOK IL | 449 | $38.7M | $410K |
| 3 | GS GLOBAL RESOURCES, INC. |
MUKWONAGO WI |
| 174 |
| $28.2M |
| $264K |
| 4 | ECONOMY ADVERTISING COMPANY ECONOMY ADVERTISING COMPANY SALARY DEFERRAL PLAN | IOWA CITY IA | 83 | $11.2M | $193K |
| 5 | HALEY BUICK GMC TRUCK, INC HALEY AUTOMOTIVE GROUP PROFIT SHARING PLAN | RICHMOND VA | 569 | $28.4M | $146K |
| 6 | PENNSYLVANIA COUNSELING SERVICES, INC. PENNSYLVANIA COUNSELING SERVICES, INC. PROFIT SHARING 401(K) PLAN | LEBANON PA | 377 | $15.1M | $142K |
| 7 | TITAN DEVELOPMENT AND INVESTMENTS, INC. HEALTHIER YOU, FINANCIAL WELLNESS 401(K) PLAN | ROCHESTER MN | 182 | $6.1M | $31K |
| 8 | GRS MANAGEMENT ASSOCIATES, INC. GRS MANAGEMENT ASSOCIATES 401(K) PLAN | LAKE WORTH FL | 211 | $2.5M | $26K |
| 9 | JACKSON CHRISTIAN SCHOOL JACKSON CHRISTIAN SCHOOL 403(B) DC PLAN | JACKSON TN | 232 | $6.9M | $10K |
