Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA International Small Company Mutual fund in their Schedule of Assets, totaling $4.0M 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 | SMARTSHEET INC. SMARTSHEET INC. 401(K) P/S PLAN | BELLEVUE WA | 2,431 | $273.8M | $1.4M |
| 2 | TMP TECHNOLOGIES, INC. TMP TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | BUFFALO NY | 170 | $17.5M | $527K |
| 3 | NEWMEYER & DILLION, LLP NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN |
NEWPORT BEACH CA |
| 97 |
| $43.5M |
| $524K |
| 4 | Q&D CONSTRUCTION LLC Q&D CONSTRUCTION LLC RETIREMENT PLAN | SPARKS NV | 161 | $18.9M | $524K |
| 5 | RED DIAMOND, INC. RED DIAMOND, INC. RETIREMENT SAVINGS PLAN | MOODY AL | 145 | $15.9M | $478K |
| 6 | SOUTHEASTERN SPINE INSTITUTE SOUTHEASTERN SPINE INSTITUTE 401(K) PROFIT SHARING PLAN | MT. PLEASANT SC | 102 | $7.6M | $224K |
| 7 | SWA GROUP SWA GROUP EMPLOYEE STOCK OWNERSHIP PLAN | SAUSALITO CA | 238 | $36.2M | $156K |
| 8 | MERCER ADVISORS, INC. MERCER ADVISORS INC. 401(K) PLAN | DENVER CO | 1,182 | $145.3M | $135K |
| 9 | ACCUWEATHER, INC. ACCUWEATHER 401(K) PLAN | STATE COLLEGE PA | 387 | $45.9M | $12K |
| 10 | P. J. FITZPATRICK, LLC P. J. FITZPATRICK, LLC 401(K) RETIREMENT PLAN | NEW CASTLE DE | 446 | $11.0M | $3K |
