Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 43 U.S. retirement plans report holding Dfa U.S. Small Cap Fund Pooled separate account in their Schedule of Assets, totaling $4.6M 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 | VPM MANAGEMENT, INC. VPM MANAGEMENT, INC. SAVINGS AND RETIREMENT PLAN | IRVINE CA | 243 | $16.1M | $578K |
| 2 | FLEENOR COMPANY, INC. FLEENOR COMPANY, INC. 401(K) PLAN | ALAMEDA CA | 174 | $12.0M | $435K |
| 3 | MC PAINTING MC PAINTING 401(K) PLAN |
OCEANSIDE CA |
| 271 |
| $7.7M |
| $331K |
| 4 | CHAPMAN AUTOMOTIVE GROUP, L.L.C. CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST | CHANDLER AZ | 1,863 | $94.3M | $278K |
| 5 | SOLUTIONS DEVELOPMENT CORPORATION SOLUTIONS DEVELOPMENT CORPORATION 401(K) PLAN #001 | KING GEORGE VA | 55 | $17.0M | $253K |
| 6 | S. ROTHSCHILD & CO., INC. S. ROTHSCHILD & CO., INC. 401(K) SAVINGS PLAN | NEW YORK NY | 121 | $16.9M | $222K |
| 7 | CITIZENS BANK CITIZENS BANK SALARY SAVINGS PLAN | ELIZABETHTON TN | 240 | $24.1M | $213K |
| 8 | ONCOLOGY CONSULTANTS, P.A. ONCOLOGY CONSULTANTS, P.A. 401(K) PLAN | HOUSTON TX | 521 | $18.0M | $184K |
| 9 | HOTWIRE PUBLIC RELATIONS GROUP, LLC THE HOTWIRE US 401(K) PLAN | SAN FRANCISCO CA | 92 | $8.0M | $180K |
| 10 | ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. ORTHOPAEDIC CENTER OF SOUTH FLORIDA, P.A. 401(K) PLAN | PLANTATION FL | 107 | $27.7M | $171K |
