Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA U.S. Small Cap Fund Pooled separate accounts in their Schedule of Assets, totaling $1.2M 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 | LODESTONE PACIFIC HOLDING COMPANY, INC. LPHC, INC. 401(K) PROFIT SHARING PLAN | ARCATA CA | 240 | $13.0M | $906K |
| 2 | PC SPECIALISTS, INC. TECHNOLOGY INTEGRATION GROUP 401(K) PLAN | SAN DIEGO CA | 0 | $0 | $165K |
| 3 | MIDWEST GERIATRIC MANAGEMENT, LLC MIDWEST GERIATRIC MANAGEMENT, LLC 401(K) PLAN |
ST.LOUIS MO |
| 2,778 |
| $11.3M |
| $66K |
| 4 | DRUMMOND SCIENTIFIC COMPANY DRUMMOND SCIENTIFIC COMPANY PROFIT SHARING PLAN | BROOMALL PA | 123 | $19.7M | $39K |
| 5 | ELLKAY LLC ELLKAY LLC RETIREMENT PLAN | ELMWOOD PARK NJ | 386 | $23.6M | $38K |
| 6 | STAR NURSERY, INC. STAR NURSERY 401(K) PLAN | HENDERSON NV | 347 | $9.3M | $24K |
| 7 | KAIROS NORTHWEST KAIROS 401(K) PROFIT SHARING PLAN | GRANTS PASS OR | 115 | $2.5M | $5K |
| 8 | BIGHAM CABLE CONSTRUCTION, INC. BIGHAM CABLE CONSTRUCTION, INC. 401(K) PLAN | GULF BREEZE FL | 0 | $0 | $1K |
