Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding DFA US Small Cap Fund " in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | AGENCY FOR COMMUNITY TRANSIT AGENCY FOR COMMUNITY TRANSIT 403B RETIREMENT PLAN | PONTOON BEACH IL | 129 | $18.4M | $1.4M |
| 2 | HOLLIS MILLER ARCHITECTS, INC. HOLLIS MILLER ARCHITECTS, INC. 401K PROFIT SHARING PLAN | KANSAS CITY MO | 94 | $17.8M | $724K |
| 3 | ROBERT LOUIS STEVENSON SCHOOL |
PEBBLE BEACH CA |
| 188 |
| $59.2M |
| $504K |
| 4 | BROWN DISTRIBUTING COMPANY, LLC BROWN DISTRIBUTING COMPANY EMPLOYEE RETIREMENT PLAN | RICHMOND VA | 174 | $11.9M | $480K |
| 5 | BROADDUS & ASSOCIATES, INC. BROADDUS & ASSOCIATES, INC. 401(K) PLAN | AUSTIN TX | 125 | $14.0M | $455K |
| 6 | ST. MARY'S COLLEGE SAINT MARY'S COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | NOTRE DAME IN | 849 | $143.7M | $431K |
| 7 | CAREDX, INC. CAREDX, INC. 401(K) | BRISBANE CA | 575 | $54.1M | $291K |
| 8 | CHASE PLASTIC SERVICES, INC. CHASE PLASTIC SERVICES, INC. 401K RETIREMENT PLAN | CLARKSTON MI | 137 | $19.1M | $181K |
| 9 | CARLISLE LLC CARLISLE CORPORATION 401(K) PROFIT SHARING PLAN | MEMPHIS TN | 2,424 | $13.6M | $111K |
| 10 | COMPLETE HOLDINGS GROUP, INC. COMPLETE HOLDINGS GROUP INC., 401(K) PLAN | FRANKLIN TN | 819 | $16.0M | $102K |
