Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding DFA US Small Cap Fund Mutual fund in their Schedule of Assets, totaling $28.3M 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 | CALIFORNIA INDEPENDENT SYSTEM OPERATOR CORPORATION CALIFORNIA ISO RETIREMENT SAVINGS BENEFITS PLAN | FOLSOM CA | 731 | $443.3M | $11.1M |
| 2 | THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS THE ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS 401(K) RETIREMENT PLAN | DURHAM NC | 724 | $269.2M | $7.6M |
| 3 |
ZIONSVILLE IN |
| 1,585 |
| $172.3M |
| $3.0M |
| 4 | AB MAURI FOOD INC. AB MAURI FOOD INC. SAVINGS PLAN | ST. LOUIS MO | 530 | $77.7M | $2.0M |
| 5 | HOPKINS & CARLEY, A LAW CORPORATION HOPKINS & CARLEY 401(K) PLAN | SAN JOSE CA | 101 | $78.5M | $1.6M |
| 6 | CSE AMERICAS INC. BLUE WIND 401(K) PLAN | SPRING TX | 855 | $33.7M | $812K |
| 7 | WNBA LLC WNBA PLAYERS RETIREMENT AND 401(K) SAVINGS PLAN | SECAUCUS NJ | 140 | $35.6M | $546K |
| 8 | WNBA, LLC WNBA PLAYERS RETIREMENT AND 401(K) SAVINGS PLAN | SECAUCUS NJ | 147 | $31.0M | $481K |
| 9 | PARK COMMUNITY CREDIT UNION PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | LOUISVILLE KY | 231 | $33.3M | $308K |
| 10 | FAMILY SECURITY CREDIT UNION FAMILY SECURITY CREDIT UNION 401(K) PLAN | DECATUR AL | 178 | $13.5M | $285K |
