Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 23 U.S. retirement plans report holding DFA: International Small Company Portfolio in their Schedule of Assets, totaling $11.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ZIPLY FIBER ZIPLY FIBER PENSION PLAN | KIRKLAND WA | 483 | $125.7M | $2.4M |
| 2 | TUTOR PERINI CORPORATION TUTOR PERINI 401(K) RETIREMENT SAVINGS PLAN | SYLMAR CA | 3,033 | $471.1M | $2.4M |
| 3 | BOND, SCHOENECK & KING, PLLC BOND, SCHOENECK & KING, PLLC MEMBERS RETIREMENT PLAN |
SYRACUSE NY |
| 166 |
| $113.6M |
| $2.3M |
| 4 | CHENANGO MEMORIAL HOSPITAL CHENANGO MEMORIAL HOSPITAL EMPLOYEES' PENSION PLAN | NORWICH NY | 93 | $54.6M | $802K |
| 5 | CHILDREN'S UNIVERSITY MEDICAL GROUP CHILDREN'S UNIVERSITY MEDICAL GROUP PENSION PLAN | SEATTLE WA | 898 | $255.7M | $755K |
| 6 | FERROTEC USA CORPORATION FERROTEC TAX SAVINGS DEPOSIT AND INVESTMENT PLAN | BEDFORD NH | 275 | $55.8M | $632K |
| 7 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $425K |
| 8 | EASTMAN CREDIT UNION EASTMAN CREDIT UNION 401(K) INVESTMENT PLAN | KINGSPORT TN | 1,071 | $146.1M | $365K |
| 9 | ROWLEY BROTHERS, INC. ROWLEY 401(K) PLAN | BAY CITY MI | 313 | $27.2M | $359K |
| 10 | MEDICUS MANAGEMENT SERVICES, LLC MEDICUS 401(K) PLAN | WINDHAM NH | 358 | $26.5M | $214K |
