Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Small Cap Fund Pooled separate accounts in their Schedule of Assets, totaling $319K 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 | STEMILT GROWERS, LLC STEMILT GROWERS, LLC 401(K) SAVINGS PLAN & TRUST | WENATCHEE WA | 1,734 | $64.7M | $314K |
| 2 | LINKWARE, LLC LINKWARE, LLC 401(K) PLAN | MCLEAN VA | 165 | $9.7M | $4K |
| 3 | COASTAL MOTOR SALES, INC. COASTAL MOTOR SALES, INC. 401(K) PLAN |
SAVANNAH GA |
| 103 |
| $3.5M |
| $2K |