Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 78 U.S. retirement plans report holding DFA US SM CAP PORTFOLIO INST in their Schedule of Assets, totaling $25.1M 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 | LIPSITZ GREEN SCIME CAMBRIA, LLP LIPSITZ GREEN SCIME CAMBRIA, LLP 401(K) PLAN | BUFFALO NY | 129 | $81.4M | $4.2M |
| 2 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $1.8M |
| 3 | PSL GROUP AMERICA PSL GROUP AMERICA 401(K) PLAN |
NEW YORK NY |
| 304 |
| $43.6M |
| $1.6M |
| 4 | IVYREHAB PT, OT & SPEECH PLLC IVYREHAB PHYSICAL THERAPY PLLC 401(K) PROFIT SHARING PLAN | WHITE PLAINS NY | 6,154 | $110.7M | $1.6M |
| 5 | CAMBIUM NETWORKS, INC. CAMBIUM NETWORKS, INC. 401(K) PLAN | HOFFMAN ESTATES IL | 160 | $49.9M | $1.5M |
| 6 | ZBS PET CARE DBA ALLIANCE ANIMAL ALLIANCE ANIMAL HEALTH 401(K) PLAN | RYE BROOK NY | 2,367 | $42.8M | $1.3M |
| 7 | INFO MEDIA GROUP INC DBA CARENET INFO MEDIA GROUP, INC DBA CARENET 401(K) PLAN | SAN ANTONIO TX | 2,574 | $25.2M | $1.1M |
| 8 | ARK-LA-TEX FINANCIAL SERVICES, L ARK-LA-TEX FINANCIAL SERVICES, LLC 401(K) PLAN | PLANO TX | 679 | $60.7M | $964K |
| 9 | AUGUST MACK ENVIRONMENTAL, INC. AUGUST MACK ENVIRONMENTAL, INC. 401K PLAN | INDIANAPOLIS IN | 199 | $21.8M | $902K |
| 10 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $780K |
