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 Registered investment company in their Schedule of Assets, totaling $15.9M 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 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $15.5M |
| 2 | CHILDREN'S HOME SOCIETY OF WASHINGTON, DBA AKIN AKIN 401(K) PLAN | SEATTLE WA | 414 | $18.2M | $182K |
| 3 | PLANNED PARENTHOOD GREAT NORTHWEST HAWAII ALASKA INDIANA KENTUCKY |
SEATTLE WA |
| 495 |
| $34.9M |
| $124K |
| 4 | ADVANCED EMISSIONS SOLUTIONS, INC. ADVANCED EMISSIONS SOLUTIONS, INC. PROFIT SHARING RETIREMENT PLAN | GREENWOOD VILLAGE CO | 202 | $19.7M | $52K |
| 5 | ID METRICS GROUP, INC. AUTHENTICID 401(K) RETIREMENT PLAN | KIRKLAND WA | 88 | $5.6M | $25K |
