Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding DFA US Small Cap I Fund " in their Schedule of Assets, totaling $26.1M 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 | NATIONAL BASKETBALL ASSOCIATION NBA RETIREMENT PLAN | SECAUCUS NJ | 1,834 | $760.2M | $14.7M |
| 2 | INDEPENDENT HEALTH ASSOCIATION, INC. INDEPENDENT HEALTH 401(K) RETIREMENT SAVINGS PLAN | BUFFALO NY | 1,564 | $245.7M | $7.2M |
| 3 | D'ARCANGELO & CO., LLP D'ARCANGELO & CO., LLP 401(K) PROFIT SHARING PLAN |
ROME NY |
| 77 |
| $30.4M |
| $1.8M |
| 4 | UTICA FIRST INSURANCE COMPANY UTICA FIRST INSURANCE COMPANY EMPLOYEES RETIREMENT & SAVINGS PLAN | ORISKANY NY | 135 | $25.3M | $915K |
| 5 | LENBROOK SQUARE FOUNDATION, INC. LENBROOK SQUARE FOUNDATION, INC. 401(K) SAVINGS PLAN | ATLANTA GA | 360 | $10.7M | $517K |
| 6 | BATH COUNTY COMMUNITY HOSPITAL, INC. BATH COMMUNITY HOSPITAL EMPLOYEES 403(B) RETIREMENT PLAN | HOT SPRINGS VA | 232 | $14.4M | $305K |
| 7 | JSL TECHNOLOGIES INC JSL TECHNOLOGIES, INC PROFIT SHARING PLAN | OXNARD CA | 193 | $10.5M | $207K |
| 8 | FUJI ELECTRIC CORP OF AMERICA FUJI ELECTRIC CORP OF AMERICA 401(K) PROFIT SHARING PLAN | EDISON NJ | 132 | $19.6M | $160K |
| 9 | OMEGA SYSTEMS CONSULTANTS, LLC OMEGA SYSTEMS CONSULTANTS, LLC 401(K) PLAN | WEST LAWN PA | 160 | $8.1M | $56K |
| 10 | NEW ORLEANS & COMPANY NEW ORLEANS & COMPANY 401(K) PLAN | NEW ORLEANS LA | 103 | $14.1M | $54K |
