Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA Us Small Cap Growth Mutual fund in their Schedule of Assets, totaling $6.1M 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 | BALON CORPORATION BALON CORPORATION 401(K) PLAN AND TRUST | OKLAHOMA CITY OK | 1,098 | $106.3M | $1.6M |
| 2 | SUSE, LLC. SUSE 401(K) PLAN | PLEASANT GROVE UT | 659 | $58.7M | $1.0M |
| 3 | TALKING RAIN BEVERAGE COMPANY, INC. TALKING RAIN 401 (K) RETIREMENT PLAN AND TRUST |
PRESTON WA |
| 461 |
| $44.0M |
| $1.0M |
| 4 | DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC DICKSON-DIVELEY MIDWEST ORTHOPAEDIC CLINIC, LLC 401(K) PROFIT SHARING PLAN | LEAWOOD KS | 596 | $57.7M | $603K |
| 5 | BRR ARCHITECTURE, INC. BRR ARCHITECTURE, INC. PROFIT SHARING 401(K) PLAN | WEST DES MOINES IA | 294 | $40.8M | $603K |
| 6 | JULY BUSINESS SERVICES JULY BUSINESS SERVICES 401(K) PLAN | WACO TX | 234 | $26.2M | $585K |
| 7 | OCEAN BEAUTY SEAFOODS LLC OCEAN BEAUTY SEAFOODS LLC 401(K) SAVINGS PLAN | SEATTLE WA | 127 | $25.4M | $411K |
| 8 | CHARLES D. JONES & COMPANY, INC. CHARLES D. JONES & COMPANY, INC. 401(K) PLAN | RIVERSIDE MO | 175 | $14.2M | $209K |
| 9 | TRI-COUNTY MENTAL HEALTH SERVICES, INC., DBA BEACON MENTAL HEALTH BEACON MENTAL HEALTH 403(B) RETIREMENT PLAN | KANSAS CITY MO | 198 | $8.0M | $22K |
| 10 | PIVOTAL HEALTH CARE, LLC ELEVATE 401(K) PLAN | OVERLAND PARK KS | 792 | $10.6M | $21K |
