Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Small Cap in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | PACIFIC COAST PRODUCERS PACIFIC COAST PRODUCERS PROFIT SHARING AND THRIFT 401(K) PLAN | LODI CA | 287 | $63.1M | $1.8M |
| 2 | EHARMONY, INC. EHARMONY, INC. 401(K) PLAN | LOS ANGELES CA | 27 | $19.5M | $282K |
| 3 | THE CUSTOM COMPANIES, INC. THE CUSTOM COMPANIES RETIREMENT SAVINGS PLAN |
NORTHLAKE IL |
| 380 |
| $16.4M |
| $198K |
| 4 | THE ORTHOPAEDIC GROUP, P.C. THE ORTHOPAEDIC GROUP, P.C. PENSION PLAN | MOBILE AL | 175 | $18.7M | $174K |
