Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA U.S. Small Cap Portfolio Registered investment company in their Schedule of Assets, totaling $1.6M 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 | NORTHWEST PRIMARY CARE GROUP, PC NORTHWEST PRIMARY CARE GROUP, PC 401(K) PLAN | MILWAUKIE OR | 165 | $48.3M | $928K |
| 2 | HOFFMAN TRANSPORTATION HOFFMAN TRANSPORTATION 401(K) PLAN | CHANNAHON IL | 254 | $24.2M | $483K |
| 3 | DALLAS RENAL GROUP PA DALLAS RENAL GROUP PA 401(K) PROFIT SHARING PLAN & TRUST |
DALLAS TX |
| 96 |
| $21.6M |
| $125K |
| 4 | MARIETTA HEALTH CARE PHYSICIANS, INC. MARIETTA HEALTH CARE PHYSICIANS, INC. 403(B) PLAN | MARIETTA OH | 352 | $72.8M | $24K |
