Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA US SMALL CAP Mutual Fund - in their Schedule of Assets, totaling $533K 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 | 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 |
| 2 | CHARTWELL MANAGEMENT, LLC CHARTWELL MANAGEMENT, LLC 401(K) PLAN | NEEDHAM MA | 89 | $2.8M | $40K |
