Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 14 U.S. retirement plans report holding DFA International Small Company Portfolio Mutual fund in their Schedule of Assets, totaling $128.7M 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 | ERNST & YOUNG U.S. LLP ERNST & YOUNG PARTNERSHIP RETIREMENT (HR-10) PLAN | SECAUCUS NJ | 1,424 | $2.5B | $94.1M |
| 2 | PACIFIC COAST BUILDING PRODUCTS, INC. PACIFIC COAST BUILDING PRODUCTS, INC. PROFIT SHARING RETIREMENT PLAN | RANCHO CORDOVA CA | 2,193 | $313.1M | $18.2M |
| 3 | PACIFIC COAST BUILDING PRODUCTS, IN |
RANCH CORDOVA CA |
| 3,095 |
| $153.5M |
| $8.7M |
| 4 | ARENTFOX SCHIFF LLP SCHIFF HARDIN LLP INCENTIVE SAVINGS 401(K) PLAN | WASHINGTON DC | 289 | $218.4M | $2.8M |
| 5 | BADGER PLUG COMPANY BADGER PLUG COMPANY RETIREMENT & 401(K)PLAN | GREENVILLE WI | 174 | $38.9M | $1.3M |
| 6 | THE OPTIONS CLEARING CORPORATION THE OPTIONS CLEARING CORPORATION RETIREMENT SAVINGS PLAN | CHICAGO IL | 1,173 | $320.4M | $991K |
| 7 | J.D. POWER J.D. POWER 401(K) PLAN | TROY MI | 886 | $240.1M | $871K |
| 8 | INSCO DISTRIBUTING, INC. INSCO DISTRIBUTING, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN | SAN ANTONIO TX | 241 | $26.0M | $588K |
| 9 | SSMD VASCULAR SOLUTIONS, LLC MVS 401(K) RETIREMENT PLAN | COCKEYSVILLE MD | 173 | $20.9M | $432K |
| 10 | NCP CAPCO DEVELOPMENT CO, INC. ALLIANCE PARTNERS 401(K) PLAN | BIRMINGHAM AL | 175 | $6.4M | $289K |
