Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dfa Us Small Cap Growth Instl in their Schedule of Assets, totaling $11.9M 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 | JOINT ANNUITY FUND LOCAL 164 IBEW JOINT ANNUITY FUND LOCAL 164 IBEW | ROSELAND NJ | 3,027 | $925.4M | $4.4M |
| 2 | UNITED STATES GOLF ASSOCIATION UNITED STATES GOLF ASSOCIATION DEFINED BENEFIT PENSION PLAN | FAR HILLS NJ | 54 | $57.2M | $3.8M |
| 3 | MONTE SANO RESEARCH CORPORATION |
HUNTSVILLE AL |
| 136 |
| $35.7M |
| $1.3M |
| 4 | THERMOFORMING TECHNOLOGY GROUP LLC BROWN MACHINE GROUP 401(K) PLAN | BEAVERTON MI | 252 | $43.7M | $826K |
| 5 | HLW INTERNATIONAL, LLP HLW INTERNATIONAL, LLP SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 196 | $35.3M | $619K |
| 6 | RURAL COMM HOLDING CORP, INC. BEVCOMM SALARY SAVINGS PLAN | BLUE EARTH MN | 120 | $21.6M | $519K |
| 7 | TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN | FLUSHING NY | 845 | $53.9M | $356K |
| 8 | SPS NEW ENGLAND, INC. SPS NEW ENGLAND, INC. PROFIT SHARING/RETIREMENT PLAN | SALISBURY MA | 272 | $42.2M | $146K |
| 9 | WENGERS OF MYERSTOWN, INC. WENGERS OF MYERSTOWN 401(K) PLAN | MYERSTOWN PA | 131 | $15.5M | $16K |
