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 Port Inst Registered Investment Company in their Schedule of Assets, totaling $765K 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 | MEDRIO, INC. MEDRIO 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 112 | $11.0M | $509K |
| 2 | CROMAN CORPORATION CROMAN CORPORATION 401(K) PROFIT-SHARING PLAN | WHITE CITY OR | 85 | $8.5M | $256K |
