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 I # in their Schedule of Assets, totaling $58.4M 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 | NOVANT HEALTH, INC. TAX DEFERRED SAVINGS PLAN OF NOVANT HEALTH, INC. | WINSTON-SALEM NC | 41,005 | $2.5B | $26.1M |
| 2 | NOVANT HEALTH, INC. SAVINGS AND SUPPLEMENTAL RETIREMENT PLAN OF NOVANT HEALTH, INC. | WINSTON SALEM NC | 40,442 | $1.7B | $18.8M |
| 3 | ARKANSAS CHILDREN'S, INC |
LITTLE ROCK AR |
| 5,495 |
| $445.7M |
| $11.6M |
| 4 | ROGERS MEMORIAL HOSPITAL, INC ROGERS MEMORIAL HOSPITAL, INC. 401(K) PLAN | OCONOMOWOC WI | 2,738 | $145.6M | $1.0M |
| 5 | OCEAN REEF COMMUNITY ASSOCIATION, INC. OCEAN REEF COMMUNITY ASSOCIATION, INC. 401(K) PLAN | KEY LARGO FL | 113 | $14.8M | $519K |
| 6 | CHESAPEAKE SPICE COMPANY, LLC CHESAPEAKE SPICE 401(K) PLAN | BELCAMP MD | 207 | $16.6M | $279K |
| 7 | SOUTHLAND CREDIT UNION SOUTHLAND CREDIT UNION 401(K) PLAN AND TRUST | LOS ALAMITOS CA | 169 | $25.9M | $82K |
| 8 | KOHLER CREDIT UNION KOHLER CREDIT UNION 401(K) PLAN AND TRUST | SHEBOYGAN WI | 144 | $8.1M | $62K |
