Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA U.S. Micro Cap Portfolio Inst DFA 0 in their Schedule of Assets, totaling $973K 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 | MAXIM MANAGEMENT SERVICES, LLC MAXIM MANAGEMENT SERVICES LLC 401K PSP | CHEEKTOWAGA NY | 209 | $26.2M | $225K |
| 2 | COLUMBIA PACIFIC ADVISORS, LLC THE COLUMBIA PACIFIC 401(K) PLAN | SEATTLE WA | 66 | $14.2M | $169K |
| 3 | GREAT LAKES PHYSICIANS, P.C. GREAT LAKES PHYSICIANS, P.C. 401(K) PLAN |
CHEEKTOWAGA NY |
| 169 |
| $47.9M |
| $144K |
| 4 | KW PROPERTY MANAGEMENT LLC KW PROPERTY MANAGEM LLC 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 1,922 | $25.3M | $132K |
| 5 | THE CHILDREN'S GUILD, INC. THE CHILDREN'S GUILD, INC 403(B) PLAN | BALTIMORE MD | 451 | $9.3M | $112K |
| 6 | QUINAULT CORPORATE QUINAULT NATION ENTERPRISE BOARD 401(K) PLAN & TRUST | TAHOLAH WA | 384 | $10.6M | $97K |
| 7 | QUINAULT INDIAN NATION QUINAULT INDIAN NATION 401(K) PLAN | TAHOLAH WA | 395 | $21.3M | $93K |
| 8 | NEW ENGLAND INPATIENT SPECIALISTS, LLC NEW ENGLAND INPATIENT SPECIALISTS, LLC EMPLOYEES SAVINGS TRUST | NORTH ANDOVER MA | 135 | $15.9M | $1K |
