Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA US Micro Cap I in their Schedule of Assets, totaling $477.4M 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 | VERIZON COMMUNICATIONS INC. VERIZON MASTER SAVINGS TRUST | BASKING RIDGE NJ | — | $41.1B | $476.7M |
| 2 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN | LINCOLN RI | 503 | $26.0M | $256K |
| 3 | PAUL HASTINGS LLP PAUL HASTINGS LLP DEFINED CONTRIBUTION RETIREMENT PLAN |
LOS ANGELES CA |
| 2,507 |
| $1.1B |
| $193K |
| 4 | DGMB CASINO, LLC RESORTS CASINO HOTEL 401(K) PLAN | ATLANTIC CITY NJ | 642 | $12.1M | $145K |
| 5 | JF MARTIN FAMILY CORPORATION JF MARTIN FAMILY CORPORATION 401(K) PLAN | STEVENS PA | 469 | $4.3M | $75K |
| 6 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. PREVAILING WAGE PLAN | LINCOLN RI | 735 | $6.2M | $29K |
| 7 | TRAVELOPIA USA, INC. TRAVELOPIA USA, INC. 401(K) PLAN | CLEARWATER FL | 489 | $31.8M | $6K |
| 8 | L. C. WHITFORD CO., INC. L. C. WHITFORD CO., INC. 401(K) PLAN | WELLSVILLE NY | 149 | $12.3M | $178 |
