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 Pooled Separate Account in their Schedule of Assets, totaling $995K 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 | NORTHWEST RADIOLOGISTS, INC., P.S. NORTHWEST RADIOLOGISTS, INC., P.S. EMPLOYEES' SAVINGS PLAN | BELLINGHAM WA | 149 | $37.8M | $328K |
| 2 | LEGACY TRANSPORTATION SERVICES, INC. LEGACY TRANSPORTATION 401(K) PLAN | SAN JOSE CA | 185 | $10.3M | $260K |
| 3 | WALKER EDISON FURNITURE COMPANY LLC |
WEST JORDAN UT |
| 99 |
| $5.6M |
| $248K |
| 4 | RCSS HOLDINGS, INC. RCSS HOLDINGS, INC. 401(K) PLAN | BOWLING GREEN KY | 249 | $13.0M | $101K |
| 5 | NY COMMUNITY FINANCIAL LLC NY COMMUNITY FINANCIAL LLC 401K PLAN | RIVER EDGE NJ | 266 | $6.8M | $58K |
