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 in their Schedule of Assets, totaling $1.0M 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 | DUPONT COMMUNITY CREDIT UNION DUPONT COMMUNITY CREDIT UNION 401(K) PLAN | WAYNESBORO VA | 332 | $19.5M | $351K |
| 2 | TRIANGLE TOOL, LLC TRIANGLE TOOL, LLC 401(K) PLAN | MILWAUKEE WI | 129 | $15.0M | $255K |
| 3 | ALTMAN SOLON US, LP ALTMAN SOLON US, LP 401(K) PROFIT SHARING PLAN |
BOSTON MA |
| 237 |
| $62.2M |
| $224K |
| 4 | DICKSON MEDICAL ASSOCIATES P.C. DICKSON MEDICAL ASSOCIATES PROFIT SHARING PLAN | DICKSON TN | 358 | $27.2M | $194K |
| 5 | KNOX-PRECISION HOLDINGS, LLC KNOX-PRECISION HOLDINGS RETIREMENT SAVINGS PLAN | CHICAGO IL | 199 | $6.8M | $22K |
