Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 21 U.S. retirement plans report holding DFA Us Small Cap I Registered Investment Company in their Schedule of Assets, totaling $33.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CINCINNATI BELL INC. CINCINNATI BELL RETIREMENT SAVINGS PLANS MASTER TRUST | CINCINNATI OH | — | $608.0M | $22.4M |
| 2 | HEALTHEQUITY, INC. HEALTHEQUITY 401(K) PLAN | DRAPER UT | 3,190 | $297.0M | $4.7M |
| 3 | EPSON PORTLAND INC. EPSON PORTLAND INC. 401(K) SAVINGS AND RETIREMENT PLAN |
HILLSBORO OR |
| 293 |
| $56.6M |
| $2.1M |
| 4 | MILES PARTNERSHIP LLC MILES PARTNERSHIP LLC 401(K)PLAN | SARASOTA FL | 379 | $37.2M | $860K |
| 5 | BAYMARK HEALTH SERVICES, INC. BAYMARK HEALTH SERVICES, INC. RETIREMENT SAVINGS PLAN | LEWISVILLE TX | 3,240 | $45.9M | $593K |
| 6 | NUSENDA FEDERAL CREDIT UNION NUSENDA FEDERAL CREDIT UNION 401(K) PLAN | ALBUQUERQUE NM | 862 | $36.6M | $567K |
| 7 | VITAL ENTERPRISES LLC VITAL ENTERPRISES LLC 401(K) RETIREMENT PLAN | BEAVERTON OR | 384 | $25.9M | $495K |
| 8 | NEXTRACKER, LLC. NEXTRACKER 401(K) PLAN | FREEMONT CA | 543 | $51.1M | $485K |
| 9 | MILAN LASER HOLDINGS LLC MILAN HOLDINGS RETIREMENT PLAN | ELKHORN NE | 1,810 | $26.7M | $328K |
| 10 | TEPA, LLC TEPA, LLC 401(K) RETIREMENT PLAN | KANSAS CITY MO | 503 | $30.0M | $283K |
