Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 26 U.S. retirement plans report holding Dfa Us Small Cap Mutual fund - in their Schedule of Assets, totaling $25.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THE MOHEGAN TRIBE OF INDIANS OF CONNECTICUT THE MOHEGAN RETIREMENT AND 401(K) PLAN | UNCASVILLE CT | 6,314 | $500.1M | $11.1M |
| 2 | SOCIETY FOR WORLDWIDE INTERBANK FINANCIAL TELECOMMUNICATION, INC. SWIFT PENSION PLAN | CULPEPER VA | 165 | $216.4M | $6.5M |
| 3 | AAA WASHINGTON |
BELLEVUE WA |
| 588 |
| $86.9M |
| $2.4M |
| 4 | LENDERS PROTECTION, LLC THE LENDERS PROTECTION EMPLOYEE 401(K) PLAN | AUSTIN TX | 203 | $16.0M | $1.1M |
| 5 | FLANDREAU SANTEE SIOUX TRIBE FSST 401(K) PLAN | FLANDREAU SD | 528 | $11.8M | $551K |
| 6 | LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. LIFESHARE TRANSPLANT DONOR SERVICES OF OKLAHOMA, INC. 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY OK | 0 | $0 | $494K |
| 7 | KEITHLY-WILLIAMS SEEDS, INC. KEITHLY-WILLIAMS SEEDS, INC. 401(K) PROFIT SHARING PLAN | YUMA AZ | 125 | $22.1M | $464K |
| 8 | IQE, INC. IQE USA 401(K) PLAN | GREENSBORO NC | 132 | $40.6M | $455K |
| 9 | JUDY MADRIGAL & ASSOCIATES JUDY MADRIGAL & ASSOCIATES 401(K) PLAN | SAN MATEO CA | 212 | $21.1M | $380K |
| 10 | REPLY, INC. AND ITS U.S. SUBSIDIARIES REPLY, INC. AND ITS U.S. SUBSIDIARIES 401(K) PLAN | CHICAGO IL | 310 | $27.5M | $341K |
