Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 57 U.S. retirement plans report holding DFA US Small-Cap I in their Schedule of Assets, totaling $202.0M 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 | $59.3M |
| 2 | AVAYA INC. AVAYA INC. MASTER TRUST | MORRISTOWN NJ | — | $1.6B | $50.7M |
| 3 | AVAYA INC. AVAYA SAVINGS PLAN FOR SALARIED EMPLOYEES |
MORRISTOWN NJ |
| 983 |
| $1.4B |
| $46.2M |
| 4 | SSM HEALTH CARE CORP. SSM HEALTH 401(K) PLAN | ST LOUIS MO | 3,849 | $1.4B | $18.7M |
| 5 | AVAYA INC. AVAYA SAVINGS PLAN | MORRISTOWN NJ | 282 | $166.8M | $4.5M |
| 6 | MODERN FORGE SERVICES, LLC MODERN FORGE COMPANIES EMPLOYEE RETIREMENT BENEFIT PLAN | BLUE ISLAND IL | 485 | $69.1M | $2.5M |
| 7 | BMI FEDERAL CREDIT UNION BMI FEDERAL CREDIT UNION 401(K) PLAN | DUBLIN OH | 96 | $20.0M | $1.5M |
| 8 | CYTOMX THERAPEUTICS INC. CYTOMX THERAPEUTICS INC. 401(K) PROFIT SHARING PLAN | SOUTH SAN FRANCISCO CA | 121 | $29.1M | $1.2M |
| 9 | L & N FEDERAL CREDIT UNION L & N FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | LOUISVILLE KY | 297 | $35.7M | $1.2M |
| 10 | UNITE HERE HEALTH UNITE HERE HEALTH STAFF 401(K) PLAN | AURORA IL | 489 | $40.9M | $1.1M |
