Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Intl Small Comp Port Ins in their Schedule of Assets, totaling $501K 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 | VALLEY TELEPHONE COOPERATIVE, INC. VALLEY TELEPHONE COOPERATIVE, INC. DEFINED BENEFIT PLAN | RAYMONDVILLE TX | 119 | $17.9M | $359K |
| 2 | HUMANSCALE CORPORATION HUMANSCALE 401(K) PLAN | PISCATAWAY NJ | 697 | $67.5M | $99K |
| 3 | MERITRUST FEDERAL CREDIT UNION MERITRUST CREDIT UNION 401(K) PLAN |
WICHITA KS |
| 333 |
| $37.0M |
| $40K |
| 4 | HEADLANDS RESEARCH, INC. HEADLANDS RESEARCH 401(K) PLAN | LAKE WORTH FL | 365 | $10.1M | $2K |