Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 25 U.S. retirement plans report holding DFA EMERG MKT SM CAP I 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 | CAMBIUM NETWORKS, INC. CAMBIUM NETWORKS, INC. 401(K) PLAN | HOFFMAN ESTATES IL | 160 | $49.9M | $605K |
| 2 | MIDWAY ARMS, INC. MIDWAY ARMS, INC. 401(K) RETIREMENT SAVINGS PLAN | COLUMBIA MO | 298 | $48.3M | $540K |
| 3 | K-1 PACKAGING GROUP K-1 PACKAGING GROUP 401(K) PROFIT SHARING PLAN |
CITY OF INDUSTRY CA |
| 214 |
| $22.8M |
| $310K |
| 4 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $226K |
| 5 | JIMS FORMAL WEAR INC JIM'S FORMAL WEAR INC 401(K) PROFIT SHARING PLAN | TRENTON IL | 382 | $32.6M | $138K |
| 6 | FIRST NEBRASKA BANCS, INC. FIRST NEBRASKA BANCS, INC. 401(K) PLAN | SIDNEY NE | 150 | $17.1M | $135K |
| 7 | SIGNATURE HEALTH, INC. SIGNATURE HEALTH, INC. 401(K) PLAN | KIRTLAND OH | 925 | $32.8M | $100K |
| 8 | DEUTSCHE BOERSE SYSTEMS, INC. DEUTSCHE BOERSE SYSTEMS, INC. 401(K) PLAN | CHICAGO IL | 112 | $22.4M | $99K |
| 9 | SUNLESS, INC SUNLESS, INC 401(K) PROFIT SHARING PLAN AND TRUST | MACEDONIA OH | 109 | $3.7M | $77K |
| 10 | TIME AUTO GROUP TIME AUTO GROUP 401(K) PLAN | PORTLAND OR | 265 | $4.0M | $60K |
