Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Micro Cap in their Schedule of Assets, totaling $1.4M 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 | PLATO WOODWORK, INC. PLATO WOODWORK, INC. PROFIT SHARING PLAN & TRUST | PLATO MN | 159 | $25.1M | $838K |
| 2 | NORTON SOUND HEALTH CORPORATION NORTON SOUND HEALTH CORPORATION MONEY PURCHASE PENSION PLAN & TRUST | NOME AK | 565 | $45.5M | $449K |
| 3 | MARHOFER CHEVROLET INC. |
STOW OH |
| 292 |
| $9.1M |
| $154K |
| 4 | BRUCKNER TRUCK SALES, INC. BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN | AMARILLO TX | 1,470 | $112.9M | $1K |