Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US MICRO CAP PORT INST in their Schedule of Assets, totaling $2.3M 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 | MAINTECH INCORPORATED MAINTECH 401(K) RETIREMENT PLAN AND TRUST | CLARK NJ | 488 | $32.9M | $1.2M |
| 2 | RIVERVIEW, LLP RIVERVIEW 401(K) PLAN | MORRIS MN | 1,191 | $56.6M | $849K |
| 3 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T |
SAN DIEGO CA |
| 144 |
| $19.9M |
| $160K |
| 4 | RATH INCORPORATED RATH USA DEFINED CONTRIBUTION PLAN | NEWARK DE | 82 | $5.4M | $38K |
| 5 | THE DUDE ABIDES, INC. THE DUDE ABIDES 401(K) PLAN | MEMPHIS TN | 233 | $8.8M | $37K |
