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 Portfolio I in their Schedule of Assets, totaling $712K 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 | HIGHERECHELON, INC. HIGHERECHELON 401(K) PLAN | HUNTSVILLE AL | 348 | $14.8M | $436K |
| 2 | NUMARK CREDIT UNION NUMARK CREDIT UNION 401(K) PLAN AND TRUST | JOLIET IL | 158 | $19.7M | $275K |
