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 Inst in their Schedule of Assets, totaling $773K 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 | SDL INC. SDL INC. 401(K) PLAN | WAKEFIELD MA | 317 | $58.2M | $357K |
| 2 | W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH W.E. UPJOHN INSTITUTE FOR EMPLOYMENT RESEARCH 403(B) DC PLAN | KALAMAZOO MI | 111 | $50.3M | $292K |
| 3 | WAREHOUSE SOLUTIONS, INC. WAREHOUSE SOLUTIONS, INC. 401(K) PLAN |
ROCHELLE PARK NJ |
| 133 |
| $10.1M |
| $119K |
| 4 | PARTNERS IN HOME CARE, INC. PARTNERS IN HOME CARE RETIREMENT PLAN | MISSOULA MT | 178 | $11.8M | $4K |
| 5 | DAVE TOMASCH INC DAVE TOMASCH INC 401(K) PROFIT SHARING PLAN & TRUST | INDIANAPOLIS IN | 110 | $2.8M | $2K |
