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 in their Schedule of Assets, totaling $17.1M 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 | BOARD OF TRUSTEES DRYWALL PENSION FUND DRYWALL PENSION FUND | LONG ISLAND CITY NY | 941 | $175.7M | $7.8M |
| 2 | NKSFB, LLC NKSFB, LLC 401(K) PROFIT SHARING PLAN | LOS ANGELES CA | 666 | $101.7M | $6.0M |
| 3 | PUREFLEX, INC. PUREFLEX, INC. 401(K) SAVINGS PLAN |
KENTWOOD MI |
| 272 |
| $9.2M |
| $559K |
| 4 | ITECH US, INC. ITECH US, INC. 401(K) PROFIT SHARING PLAN | SOUTH BURLINGTON VT | 299 | $13.4M | $473K |
| 5 | RIVIERA FINANCE, LLC RIVIERA FINANCE, LLC 401(K) PLAN | REDONDO BEACH CA | 122 | $30.1M | $462K |
| 6 | HEAT TRANSFER SOLUTIONS, INC. HTS ENGINEERING, LTD 401(K) PLAN | HOUSTON TX | 378 | $21.5M | $416K |
| 7 | VALLEY FRESH FOODS, INC. VALLEY FRESH FOODS, INC. 401(K) PROFIT SHARING PLAN | TURLOCK CA | 509 | $32.9M | $404K |
| 8 | CTCO BENEFIT SERVICES, LLC CTCO BENEFIT SERVICES 401(K) PLAN | HOUMA LA | 259 | $23.0M | $322K |
| 9 | THE BRITISH EMBASSY THE BRITISH EMBASSY 401(K) PLAN | WASHINGTON DC | 517 | $46.5M | $231K |
| 10 | ABDO, LLP ABDO 401(K) PROFIT SHARING PLAN | MANKATO MN | 222 | $35.5M | $199K |
