Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding DFA U.S. Small Cap Portfolio Institutional Class - in their Schedule of Assets, totaling $49.8M 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 | MOODYS CORPORATION PROFIT PARTICIPATION PLAN OF MOODY'S CORPORATION | NEW YORK NY | 5,221 | $2.1B | $24.7M |
| 2 | TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST TWU-WESTCHESTER PRIVATE BUS LINES PENSION TRUST | WHITE PLAINS NY | 765 | $209.4M | $16.8M |
| 3 | CHICKASAW NATION |
ADA OK |
| 8,384 |
| $382.9M |
| $5.9M |
| 4 | SCHNEIDER PACKAGING EQUIPMENT SCHNEIDER PACKAGING EQUIPMENT 401(K) PROFIT SHARING PLAN & TRUST | BREWERTON NY | 219 | $23.8M | $446K |
| 5 | RHODE ISLAND NOVELTY RHODE ISLAND NOVELTY 401(K) PROFIT SHARING PLAN & TRUST | FALL RIVER MA | 170 | $21.1M | $435K |
| 6 | ALTURA COMMUNICATON SOLUTIONS, LLC ALTURA COMMUNICATION SOLUTIONS PENSION PLAN FOR CERTAIN UNION REPRESENTED EMPLOYEES | TULSA OK | 9 | $11.8M | $372K |
| 7 | OPENLY HOLDINGS CORP. OPENLY LLC 401(K) PLAN | BOSTON MA | 399 | $25.0M | $324K |
| 8 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $298K |
| 9 | EIKON THERAPEUTICS, INC. EIKON THERAPEUTICS 401(K) PLAN | MILLBRAE CA | 423 | $28.9M | $196K |
| 10 | ATLANTIS COMFORT SYSTEMS CORP ACSC RETIREMENT PLAN | WEST WARWICK RI | 222 | $5.2M | $104K |
