Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA US Small Cap Gr Port Ins Registered Investment Company in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FREED MAXICK CPAS, P. C. FREED MAXICK CPAS, P. C. 401K PLAN | BUFFALO NY | 344 | $100.8M | $875K |
| 2 | THE SPANOS CORPORATION THE SPANOS 401(K) INCENTIVE PLAN | STOCKTON CA | 108 | $13.4M | $301K |
| 3 | LIBERATED BRANDS, LLC LIBERATED BRANDS, LLC 401(K) PLAN |
COSTA MESA CA |
| 1,067 |
| $30.6M |
| $57K |
| 4 | ENDURANCE GROUP, LLC ENDURANCE GROUP, LLC 401K PLAN | BROOMALL PA | 54 | $10.1M | $52K |
| 5 | FOUNDATION COMMUNITIES FOUNDATION COMMUNITIES 401(K) RETIREMENT PLAN | AUSTIN TX | 335 | $16.8M | $41K |
| 6 | DOCEBO NA INC. DOCEBO 401K PLAN | ATHENS GA | 189 | $8.9M | $7K |
