Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA US Sm Cap Growth Instl Fd in their Schedule of Assets, totaling $3.3M 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 | COSCO SHIPPING (NORTH AMERICA) INC. COSCO SHIPPING (NORTH AMERICA) INC. 401(K) PROFIT SHARING PLAN | SECAUCUS NJ | 477 | $101.4M | $878K |
| 2 | VALKYRIE ENTERPRISES, LLC VALKYRIE ENTERPRISES 401(K) PLAN | VIRGINIA BEACH VA | 724 | $87.4M | $713K |
| 3 | WOODMONT PROPERTIES LLC |
FAIRFIELD NJ |
| 149 |
| $9.3M |
| $464K |
| 4 | NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC. N.A.S.W. EMPLOYEES 401(K) BENEFIT PLAN | WASHINGTON DC | 210 | $22.3M | $366K |
| 5 | COMMUNITY HEALTH CENTERS, INC. COMMUNITY HEALTH CENTERS, INC. 403(B) RETIREMENT PLAN | WINTER GARDEN FL | 634 | $30.6M | $259K |
| 6 | ROOSEVELT, INC. PHILADELPHIA MANAGEMENT CO. 401(K) PLAN | PHILADELPHIA PA | 233 | $15.8M | $234K |
| 7 | MCCOY FEDERAL CREDIT UNION MCCOY FEDERAL CREDIT UNION 401(K) PLAN | ORLANDO FL | 178 | $15.5M | $213K |
| 8 | GOLDENWEST DIAMOND CORPORATION GOLDENWEST DIAMOND CORPORATION 401(K) PLAN | TUSTIN CA | 167 | $8.7M | $117K |
| 9 | A.J. ROSE MANUFACTURING CO. A.J. ROSE MFG. CO. 401(K) PLAN FOR UNION EMPLOYEES | AVON OH | 265 | $19.1M | $75K |
| 10 | WORLEY WAREHOUSING, INC. WORLEY 401(K) PLAN | CEDAR RAPIDS IA | 140 | $13.7M | $2K |
