Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA International Small Company Portfolio Fund Mutual fund in their Schedule of Assets, totaling $736K 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 | WESLEY HOMES WESLEY 403(B) RETIREMENT PLAN | KENT WA | 506 | $19.6M | $605K |
| 2 | SILVACO, INC. SILVACO 401(K) PLAN | SANTA CLARA CA | 104 | $17.8M | $58K |
| 3 | HELIX, INC. DBA HELIX GENOMICS HELIX 401 (K) PLAN | SAN MATEO CA |
| 217 |
| $23.0M |
| $31K |
| 4 | AUTHENTIC8, INC. AUTHENTIC8, INC. 401(K) PLAN | REDWOOD CITY CA | 111 | $12.7M | $25K |
| 5 | HELIX EMPLOYMENT, LLC HELIX 401 (K) PLAN | SAN MATEO CA | 270 | $13.6M | $17K |
