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 Institutional Class Registered Investment Company in their Schedule of Assets, totaling $697K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MUNICIPAL OPERATIONS & CONSULT MUNICIPAL OPERATIONS & CONSULT 401(K) PROFIT SHARING PLAN & TRUST | CYPRESS TX | 192 | $6.6M | $411K |
| 2 | NETDOCUMENTS SOFTWARE, INC. NETDOCUMENTS SOFTWARE, INC. 401(K) PLAN | LEHI UT | 374 | $21.9M | $178K |
| 3 | WORK TRUCK SOLUTIONS INC |
CHICO CA |
| 104 |
| $4.4M |
| $51K |
| 4 | MIRACLE HOME HEALTH CARE INC MIRACLE HOME HEALTH CARE INC 401(K) PROFIT SHARING PLAN & TRUST | LOS ANGELES CA | 95 | $3.9M | $29K |
| 5 | ARIA GROUP ARCHITECTS, INC. ARIA GROUP ARCHITECTS, INC. RETIREMENT PLAN | OAK PARK IL | 133 | $17.9M | $27K |
