Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA US Small Cap I Mutual funds in their Schedule of Assets, totaling $1.7M 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 | TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON VA | 140 | $11.1M | $562K |
| 2 | WILSON TURNER KOSMO LLP WILSON TURNER KOSMO LLP 401(K) PROFIT SHARING PLAN | SAN DIEGO CA | 118 | $30.4M | $311K |
| 3 | THE INDIUM CORPORATION OF AMERICA INDIUM CORPORATION OF AMERICA EMPLOYEES' PROFIT SHARING AND 401(K) PLAN |
CLINTON NY |
| 1,017 |
| $103.1M |
| $202K |
| 4 | BLAINE BROTHERS MAINTENANCE, INC. BLAINE BROTHERS MAINTENANCE, INC. RETIREMENT PLAN | MINNEAPOLIS MN | 376 | $27.2M | $175K |
| 5 | D.B. ROBERTS, INC. D. B. ROBERTS, INC. 401(K) PLAN | WILMINGTON MA | 334 | $20.7M | $161K |
| 6 | PLEXIUM, INC. PLEXIUM, INC. 401(K) PLAN | SAN DIEGO CA | 68 | $6.1M | $136K |
| 7 | HAPO COMMUNITY CREDIT UNION HAPO COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | RICHLAND WA | 392 | $56.2M | $76K |
| 8 | THE MUSEUM OF CONTEMPORARY ART MOCA 401(K) PLAN | LOS ANGELES CA | 179 | $5.6M | $48K |
