Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA U.S. Small-Cap Portfolio Pooled separate account in their Schedule of Assets, totaling $1.8M 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 | PRIMARY COLOR SYSTEMS CORPORATION PRIMARY COLOR SYSTEMS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | CYPRESS CA | 274 | $15.9M | $566K |
| 2 | SOUTHEAST FINANCIAL CREDIT UNION SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST | FRANKLIN TN | 123 | $16.0M | $396K |
| 3 | NATIONAL INVENTORS HALL OF FAME, INC. |
NORTH CANTON OH |
| 224 |
| $11.7M |
| $350K |
| 4 | ALPHA VIDEO AND AUDIO, INC. ALPHA SAVINGS PLAN | EDEN PRAIRIE MN | 111 | $12.3M | $225K |
| 5 | MOUNT OLIVET CEMETERY ASSOCIATION MOUNT OLIVET CEMETERY ASSN RETIREMENT SAVINGS PLAN | FORT WORTH TX | 133 | $14.2M | $145K |
| 6 | IMCO GENERAL CONSTRUCTION, INC. IMCO GENERAL CONSTRUCTION DAVIS-BACON 401(K) PLAN | FERNDALE WA | 213 | $21.7M | $98K |
