Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA U.S. Small Cap Portfolio I Mutual fund in their Schedule of Assets, totaling $2.0M 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 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $974K |
| 2 | AMCS GROUP, INC. AMCS GROUP, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 157 | $20.8M | $829K |
| 3 | TRUSTARC, INC. TRUSTARC 401(K) PLAN |
WALNUT CREEK CA |
| 55 |
| $12.4M |
| $122K |
| 4 | M-E ENGINEERS, INC M-E ENGINEERS, INC. 401K PROFIT SHARING PLAN AND TRUST | GOLDEN CO | 261 | $56.9M | $77K |
| 5 | LINEAR MOTION LLC LINEAR MOTION UNION 401(K) PLAN | SAGINAW MI | 102 | $8.7M | $41K |
