Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US Small Cap Portfolio Ins Registered investment company in their Schedule of Assets, totaling $216.7M 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 | BURLINGTON NORTHERN SANTA FE LLC/BNSF RAILWAY COMPANY BNSF 401(K) PLANS MASTER TRUST | FORT WORTH TX | — | $7.2B | $215.9M |
| 2 | ENGIS CORPORATION ENGIS CORPORATION PROFIT SHARING AND 401K PLAN | WHEELING IL | 176 | $25.9M | $508K |
| 3 | CREATIVE AUTOMOTIVE SOLUTIONS, INC. |
ELIZABETHTOWN KY |
| 299 |
| $21.9M |
| $187K |
| 4 | LH CARBIDE TOOL & DIE CORPORATION LH CARBIDE PROFIT SHARING & SALARY SAVINGS PLAN | FORT WAYNE IN | 235 | $22.1M | $55K |
