Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 32 U.S. retirement plans report holding DFA Intl Small Company Port Instl DFA 0 in their Schedule of Assets, totaling $5.9M 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 | HILL, BARTH & KING, LLC HILL, BARTH & KING, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 550 | $97.2M | $1.4M |
| 2 | DELKOR SYSTEMS, INC. DELKOR SYSTEMS, INC 401(K) PLAN | ST. PAUL MN | 297 | $30.3M | $721K |
| 3 | URBAN ENGINEERING AND ASSOCIATES, INC. URBAN ENGINEERING & ASSOCIATES, INC. 401(K) |
ANNANDALE VA |
| 109 |
| $13.2M |
| $476K |
| 4 | HBK SORCE FINANCIAL, LLC HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 116 | $25.7M | $437K |
| 5 | R.A. SMITH, INC. R.A. SMITH, INC. 401(K) PLAN | BROOKFIELD WI | 211 | $55.9M | $340K |
| 6 | CRW ENGINEERING GROUP, INC. CRW ENGINEERING GROUP RETIREMENT TRUST | ANCHORAGE AK | 84 | $24.4M | $327K |
| 7 | EASTERN NEPHROLOGY ASSOCIATES PLLC EASTERN NEPHROLOGY ASSOCIATES, PLLC 401(K) & PROFIT SHARING PLAN | GREENVILLE NC | 205 | $38.0M | $311K |
| 8 | THE HMC GROUP MARKETING, INC. THE HMC GROUP MARKETING INC. 401(K) PLAN | KINGSBURG CA | 396 | $15.5M | $304K |
| 9 | MBS OPCO LLC MBS OPCO LLC 401 (K) PLAN | HAILEY ID | 103 | $26.0M | $190K |
| 10 | GRUNLEY CONSTRUCTION, INC. GRUNLEY CONSTRUCTION, INC. 401(K) PS PLAN | ROCKVILLE MD | 296 | $47.3M | $179K |
