Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding DFA U.S. Small Cap Portfolio I DFA 0 in their Schedule of Assets, totaling $21.1M 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 | HILL, BARTH & KING, LLC HILL, BARTH & KING, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 550 | $97.2M | $4.6M |
| 2 | HELFMAN ENTERPRISES, INC. HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 483 | $27.5M | $1.6M |
| 3 | THE RFA GROUP, INC. |
EDEN PRAIRIE MN |
| 500 |
| $39.9M |
| $1.5M |
| 4 | AVENU INSIGHTS & ANALYTICS, LLC AVENU INSIGHTS & ANALYTICS, LLC 401(K) PLAN | CENTREVILLE VA | 620 | $65.1M | $1.3M |
| 5 | HBK SORCE FINANCIAL, LLC HBK SORCE FINANCIAL, LLC 401(K) PROFIT SHARING PLAN | CANFIELD OH | 116 | $25.7M | $1.2M |
| 6 | GREAT LAKES PHYSICIANS, P.C. GREAT LAKES PHYSICIANS, P.C. 401(K) PLAN | CHEEKTOWAGA NY | 169 | $47.9M | $1.2M |
| 7 | AUCTANE INC AUCTANE INC. 401(K) PLAN | AUSTIN TX | 816 | $137.2M | $754K |
| 8 | STAMPS.COM INC STAMPS.COM INC 401(K) PLAN | EL SEGUNDO CA | 987 | $117.3M | $633K |
| 9 | URBAN ENGINEERING AND ASSOCIATES, INC. URBAN ENGINEERING & ASSOCIATES, INC. 401(K) | ANNANDALE VA | 109 | $13.2M | $586K |
| 10 | SEMLER SCIENTIFIC, INC. SEMLER SCIENTIFIC, INC. RETIREMENT TRUST | SANTA CLARA CA | 79 | $7.1M | $485K |
