Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Us Small Cap Portfolio Ins Pooled separate account - in their Schedule of Assets, totaling $1.3M 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 | SPAN CONSTRUCTION & ENGINEERING, INC. SPAN CONSTRUCTION & ENGINEERING, INC. 401K RETIREMENT PLAN | MADERA CA | 430 | $18.1M | $868K |
| 2 | MARY ANN MORSE HEALTHCARE CORP. MARY ANN MORSE HEALTHCARE CORP. 401(K) PLAN | NATICK MA | 230 | $6.4M | $157K |
| 3 | ENNIS STEEL INDUSTRIES, INC. |
ENNIS TX |
| 161 |
| $10.7M |
| $115K |
| 4 | INSZONE INSURANCE SERVICES LLC INSZONE INSURANCE SERVICES LLC 401(K) PLAN | RANCHO CORDOVA CA | 718 | $13.9M | $87K |
| 5 | BIOURJA HOLDINGS, LLC BIOURJA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN | HOUSTON TX | 131 | $12.5M | $50K |
| 6 | BIOURJA RENEWABLES, LLC BIOURJA RENEWABLES RETIREMENT PLAN | HOUSTON TX | 122 | $5.2M | $22K |
| 7 | ADVANCE PAPER BOX COMPANY ADVANCE PAPER BOX COMPANY UNION 401(K) PLAN | LOS ANGELES CA | 93 | $1.8M | $11K |
