Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA International Small Company Portfolio Registered investment company in their Schedule of Assets, totaling $1.4M 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 | F. KORBEL & BROS. F. KORBEL & BROS. 401(K) RETIREMENT PLAN | GUERNEVILLE CA | 282 | $89.8M | $535K |
| 2 | CRW ENGINEERING GROUP, INC. CRW ENGINEERING GROUP RETIREMENT TRUST | ANCHORAGE AK | 84 | $24.4M | $327K |
| 3 | LISKOW AND LEWIS, APLC LISKOW AND LEWIS RETIREMENT PLAN AND TRUST |
NEW ORLEANS LA |
| 193 |
| $159.7M |
| $218K |
| 4 | EICHELBERGER CONSTRUCTION, INC. ECIGROUP FRINGE BENEFIT PLAN | DILLSBURG PA | 223 | $29.9M | $177K |
| 5 | PATTERSON BELKNAP WEBB & TYLER LLP 401(K) PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 153 | $89.3M | $32K |
| 6 | PATTERSON BELKNAP WEBB & TYLER LLP DEFINED CONTRIBUTION PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 162 | $51.8M | $29K |
| 7 | PATTERSON BELKNAP WEBB & TYLER LLP 401(K) PLAN FOR NON-SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 144 | $93.2M | $27K |
| 8 | PATTERSON BELKNAP WEBB & TYLER LLP DEFINED CONTRIBUTION PLAN FOR SECRETARIAL STAFF OF PATTERSON BELKNAP WEBB & TYLER LLP | NEW YORK NY | 95 | $47.0M | $17K |
