Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA International Small Company I Registered investment company in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SALK INSTITUTE FOR BIOLOGICAL STUDIES THE SALK INSTITUTE RETIREMENT PLAN | LA JOLLA CA | 806 | $311.1M | $423K |
| 2 | HAPO COMMUNITY CREDIT UNION HAPO COMMUNITY CREDIT UNION EMPLOYEE INVESTMENT PLAN | RICHLAND WA | 514 | $29.7M | $389K |
| 3 | CANINE COMPANIONS FOR INDEPENDENCE, INC. |
SANTA ROSA CA |
| 307 |
| $26.7M |
| $179K |
| 4 | WILLAMETTE UNIVERSITY WILLAMETTE UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | SALEM OR | 872 | $211.9M | $80K |
| 5 | MARSHALL MEDICAL CENTER MARSHALL MEDICAL CENTER 403(B) RETIREMENT PLAN | PLACERVILLE CA | 1,486 | $160.7M | $55K |
| 6 | BEHAVIORAL HEALTH SPECIALISTS, INC. BEHAVIORAL HEALTH SPECIALISTS RETIREMENT PLAN | NORFOLK NE | 90 | $2.6M | $49K |
| 7 | BELLINGHAM MARINE INDUSTRIES INC BELLINGHAM MARINE INDUSTRIES 401(K) PLAN | JACKSONVILLE FL | 243 | $18.7M | $3K |
