Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 53 U.S. retirement plans report holding DFA US Small-Cap I in their Schedule of Assets, totaling $198.1M 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 | 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 | BMI FEDERAL CREDIT UNION BMI FEDERAL CREDIT UNION 401(K) PLAN | DUBLIN OH | 96 | $20.0M | $1.5M |
| 7 | CYTOMX THERAPEUTICS INC. CYTOMX THERAPEUTICS INC. 401(K) PROFIT SHARING PLAN | SOUTH SAN FRANCISCO CA | 121 | $29.1M | $1.2M |
| 8 | UNITE HERE HEALTH UNITE HERE HEALTH STAFF 401(K) PLAN | AURORA IL | 489 | $40.9M | $1.1M |
| 9 | MUESER RUTLEDGE CONSULTING ENGINEERS PLLC MUESER RUTLEDGE CONSULTING ENGINEERS PLLC 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 148 | $45.8M | $1.1M |
| 10 | BARASCH & MCGARRY, PC DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 206 | $19.3M | $1.0M |
