Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding DFA US SMALL CAP GROWTH INST in their Schedule of Assets, totaling $7.7M 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 | ESP ASSOCIATES, INC. ESP ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | FORT MILL SC | 568 | $42.1M | $1.7M |
| 2 | ADVANCED DIGITAL DATA, INC. ADVANCED DIGITAL DATA INC. EMPLOYEE SAVINGS PLAN | FLANDERS NJ | 131 | $32.2M | $1.0M |
| 3 | DM LUXURY LLC DM LUXURY LLC 401(K) PLAN |
ATLANTA GA |
| 207 |
| $21.0M |
| $702K |
| 4 | NYSMITH SCHOOL FOR THE GIFTED, I NYSMITH SCHOOL FOR THE GIFTED, INC. 401(K) PLAN | HERNDON VA | 175 | $10.9M | $688K |
| 5 | WILLIAMS & FUDGE, INC. WILLIAMS & FUDGE, INC. RETIREMENT SAVINGS PLAN | ROCK HILL SC | 251 | $26.2M | $579K |
| 6 | THOUGHTSPOT, INC. THOUGHTSPOT INC 401(K) PROFIT SHARING PLAN & TRUST | MOUNTAIN VIEW CA | 326 | $35.6M | $381K |
| 7 | PYRAMID CONSULTING, INC. PYRAMID CONSULTING, INC. 401(K) PLAN | ALPHARETTA GA | 1,735 | $32.8M | $381K |
| 8 | RADIUS AEROSPACE, INC. RADIUS AEROSPACE, INC. 401(K) PLAN | HOT SPRINGS AR | 583 | $29.5M | $301K |
| 9 | INDUSTRIAL PACKAGING SUPPLIES INDUSTRIAL PACKAGING SUPPLIES, INC. 401(K) PROFIT SHARING PLAN | GREENVILLE SC | 205 | $15.5M | $220K |
| 10 | ALTAMIRA-US, LLC ALTAMIRA 401(K) PLAN | OKLAHOMA CITY OK | 82 | $5.9M | $206K |
