Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding DFA U.S. Small Cap Portfolio Institutional Class Mutual fund - in their Schedule of Assets, totaling $46.7M 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 | IGT GLOBAL SOLUTIONS CORPORATION IGT 401(K) RETIREMENT SAVINGS PLAN | PROVIDENCE RI | 6,357 | $1.4B | $33.7M |
| 2 | ARUP US, INC. ARUP US RETIREMENT SAVINGS PLAN | SAN FRANCISCO CA | 1,483 | $723.2M | $8.8M |
| 3 | EXCELITAS TECHNOLOGIES EXCELITAS TECHNOLOGIES SAVINGS PLAN |
BILLERICA MA |
| 1,037 |
| $173.7M |
| $997K |
| 4 | APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN | PALO ALTO CA | 347 | $35.8M | $890K |
| 5 | NVI, LLC NVI LLC 401(K) PROFIT SHARING PLAN & TRUST | GRAY LA | 419 | $21.2M | $614K |
| 6 | JONES JUNCTION INC JONES JUNCTION INC 401(K) PROFIT SHARING PLAN & TRUST | BEL AIR MD | 510 | $23.3M | $612K |
| 7 | 2428392, INC DBA FYE FYE 401(K) SAVINGS PLAN | ALBANY NY | 2,667 | $36.5M | $303K |
| 8 | EWING-FOLEY, INC. EWING-FOLEY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | CUPERTINO CA | 101 | $24.1M | $160K |
| 9 | TJL INDUSTRIES INC TJL INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST | PEARLAND TX | 278 | $16.1M | $157K |
| 10 | RAPT THERAPEUTICS, INC. RAPT THERAPEUTICS, INC. RETIREMENT TRUST | SOUTH SAN FRANCISCO CA | 70 | $12.6M | $130K |
