Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA U.S. Small Cap Growth Portfolio Institutional Class " in their Schedule of Assets, totaling $23.0M 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 | SOUTHWEST GAS CORPORATION SOUTHWEST GAS CORPORATION EMPLOYEES' INVESTMENT PLAN | LAS VEGAS NV | 2,450 | $599.9M | $22.1M |
| 2 | ORASURE TECHNOLOGIES INC. ORASURE TECHNOLOGIES, INC. 401(K) PLAN | BETHLEHEM PA | 357 | $55.5M | $298K |
| 3 | PICARRO, INC. PICARRO, INC. 401(K) PLAN |
SANTA CLARA CA |
| 288 |
| $33.1M |
| $244K |
| 4 | OPTERRA SOLUTIONS, INC. OPTERRA SOLUTIONS, INC. 401(K) | LEXINGTON SC | 288 | $10.7M | $141K |
| 5 | GENERATIONS LLC GENERATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST | CLACKAMAS OR | 945 | $9.2M | $76K |
| 6 | THE ELLIS NURSING HOME, INC. THE ELLIS NURSING HOME, INC. 401(K) PLAN | NORWOOD MA | 380 | $3.2M | $67K |
