Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Intl Small Company I Mutual fund - in their Schedule of Assets, totaling $1.8M 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 | SRI INTERNATIONAL SRI INTERNATIONAL BASIC RETIREMENT PLAN | MENLO PARK CA | 1,243 | $887.1M | $1.4M |
| 2 | SUNNOVA ENERGY CORPORATION SUNNOVA ENERGY CORPORATION 401(K) PLAN & TRUST | HOUSTON TX | 1,665 | $53.7M | $124K |
| 3 | DORAN COMPANIES LLC DORAN COMPANIES 401K PLAN |
BLOOMINGTON MN |
| 99 |
| $9.9M |
| $107K |
| 4 | CENTER FOR EARLY EDUCATION CENTER FOR EARLY EDUCATION DC RETIREMENT PLAN | WEST HOLLYWOOD CA | 128 | $45.5M | $63K |
| 5 | THE BRANSON SCHOOL THE BRANSON SCHOOL DC RETIREMENT PLAN | ROSS CA | 102 | $40.7M | $60K |
| 6 | SAN FRANCISCO UNIVERSITY HIGH SCHOOL SAN FRANCISCO UNIVERSITY HIGH SCHOOL DC RETIREMENT PLAN | SAN FRANCISCO CA | 128 | $54.5M | $16K |
| 7 | BIGELOW LABORATORY FOR OCEAN SCIENCES BIGELOW LABORATORY FOR OCEAN SCIENCES RETIREMENT PLAN | EAST BOOTHBAY ME | 102 | $30.9M | $14K |
| 8 | SRI INTERNATIONAL SRI INTERNATIONAL 401(K) PLAN | MENLO PARK CA | 331 | $26.5M | $12K |
| 9 | HUGGINS HOSPITAL HUGGINS HOSPITAL RETIREMENT SAVINGS PLAN | WOLFEBORO NH | 601 | $34.2M | $9K |
