Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding DFA U.S. Small-Cap Fund in their Schedule of Assets, totaling $5.8M 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 | GASTRO HEALTH, LLC GASTRO HEALTH 401(K) RETIREMENT PLAN | MIAMI FL | 2,155 | $264.2M | $1.4M |
| 2 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 647 | $60.2M | $489K |
| 3 | CALCUTTA HEALTH CARE CENTER |
CALCUTTA OH |
| 371 |
| $7.1M |
| $366K |
| 4 | MATOUK TEXTILE WORKS, INC. MATOUK TEXTILE WORKS, INC 401(K) PLAN | FALL RIVER MA | 259 | $10.9M | $347K |
| 5 | LRK INC. LRK INC. 401(K) PLAN | MEMPHIS TN | 119 | $25.6M | $318K |
| 6 | MOORE & GILES MOORE & GILES 401(K) PROFIT SHARING P&T | FOREST VA | 118 | $18.2M | $311K |
| 7 | MARKSNELSON LLC MARKSNELSON 401(K) PLAN | OVERLAND PARK KS | 165 | $19.8M | $286K |
| 8 | MARKSNELSON ADVISORY, LLC MARKSNELSON ADVISORY, LLC 401(K) PLAN | OVERLAND PARK KS | 155 | $24.1M | $273K |
| 9 | SHREMSHOCK ARCHITECTS, INC. SHREMSHOCK COMPANIES 401K PLAN | NEW ALBANY OH | 89 | $12.4M | $202K |
| 10 | NORMAN H. ANDERSON, M.D., P.A. NORMAN H. ANDERSON, M.D., P.A. 401(K) PLAN | OCALA FL | 86 | $16.6M | $197K |
