Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US Micro Cap Port Instl in their Schedule of Assets, totaling $144K 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 | NORTON SOUND HEALTH CORPORATION NORTON SOUND HEALTH CORPORATION EMPLOYEE TAX-DEFERRED 403(B) PLAN | NOME AK | 809 | $30.3M | $144K |
| 2 | KELLY BOX AND PACKAGING CORP. KELLY BOX AND PACKAGING CORP. 401(K) SAVINGS PLAN | FORT WAYNE IN | 133 | $8.4M | $45 |
