Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US SM CAP Value in their Schedule of Assets, totaling $8.9M 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 | JACKSON KELLY PLLC JACKSON KELLY PLLC 401(K) PROFIT SHARING PLAN | CHARLESTON WV | 289 | $147.4M | $5.5M |
| 2 | FLATIRON CONSTRUCTION CORP. FLATIRON CONSTRUCTION CORP. 401(K) PROFIT SHARING PLAN | BROOMFIELD CO | 1,572 | $261.0M | $2.8M |
| 3 | GUIDEPOINT SECURITY, LLC GUIDEPOINT SECURITY, LLC 401(K) PLAN |
HERNDON VA |
| 969 |
| $71.0M |
| $278K |
| 4 | SILKROAD TECHNOLOGY, INC. SILKROAD TECHNOLOGY, INC. 401(K) PROFIT SHARING PLAN & TRUST | CHICAGO IL | 93 | $17.4M | $274K |
| 5 | FLATIRON CONSTRUCTORS, INC. FLATIRON NON-UNION HOURLY EMPLOYEES' 401(K) PLAN | BROOMFIELD CO | 690 | $16.3M | $29K |
