Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US Small Cap Growth in their Schedule of Assets, totaling $2.5M 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 | RECON MANAGEMENT SERVICES INC. RECON 401K PLAN | SULPHUR LA | 680 | $60.7M | $1.7M |
| 2 | OEC GRAPHICS, INC. OEC GRAPHICS, INC. RETIREMENT PLAN | OSHKOSH WI | 190 | $31.9M | $394K |
| 3 | ENDOTRONIX, INC. ENDOTRONIX, INC. 401(K) PLAN | NAPERVILLE |
| 146 |
| $9.1M |
| $152K |
| 4 | METROPOLITAN JEWISH HEALTH SYSTEM, INC. METROPOLITAN JEWISH PENSION PLAN | NEW YORK NY | 2,006 | $161.1M | $121K |
| 5 | HERITAGE BANCSHARES GROUP, INC. HERITAGE BANCSHARES GROUP, INC. 401(K) RETIREMENT PLAN | WILLMAR MN | 90 | $12.3M | $115K |
