Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA US Small Cap Portfolio Institutional Class Mutual Fund in their Schedule of Assets, totaling $11.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | J.D. POWER J.D. POWER 401(K) PLAN | TROY MI | 886 | $240.1M | $5.7M |
| 2 | CARL ZEISS VISION INC. CARL ZEISS VISION INC. 401(K) PLAN | HEBRON KY | 783 | $70.0M | $4.1M |
| 3 | TOM TOM NORTH AMERICA TOM TOM NORTH AMERICA 401(K) PLAN | LEBANON |
| 178 |
| $91.2M |
| $1.2M |
