Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Intl Sm Company Prt Cl I Registered Investment Company in their Schedule of Assets, totaling $5.8M 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 | ADVOCARE, LLC ADVOCARE, LLC 401(K) PROFIT SHARING PLAN | MARLTON NJ | 2,721 | $418.8M | $5.8M |
| 2 | PACKAGING MATTERS, LLC PACKAGING MATTERS, LLC 401(K) PLAN | SOUTH SAN FRANCISCO CA | 457 | $10.4M | $60K |
