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 Registered investment company in their Schedule of Assets, totaling $6.1M 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 | MORNINGSTAR, INC. MORNINGSTAR, INC. 401(K) PLAN | CHICAGO IL | 3,334 | $1.0B | $4.3M |
| 2 | DEATLEY COMPANY, INC. EUCON CORPORATION RETIREMENT BENEFIT PROGRAM | LEWISTON ID | 379 | $51.0M | $1.3M |
| 3 | CHILDREN'S HOME SOCIETY OF WASHINGTON, DBA AKIN AKIN 401(K) PLAN |
SEATTLE WA |
| 414 |
| $18.2M |
| $193K |
| 4 | DIENTES COMMUNITY DENTAL CARE DIENTES COMMUNITY DENTAL CARE 403(B) PLAN | SANTA CRUZ CA | 126 | $3.8M | $138K |
| 5 | TAFAPOLSKY & SMITH LLP TAFAPOLSKY & SMITH LLP 401(K) PROFIT SHARING PLAN & TRUST | SAN FRANCISCO CA | 81 | $14.6M | $106K |
