Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA US Small Cap Portfolio Mutual fund # in their Schedule of Assets, totaling $64.3M 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 | NAVY FEDERAL CREDIT UNION NAVY FEDERAL 401(K) SAVINGS PLAN | MERRIFIELD VA | 24,775 | $3.2B | $58.0M |
| 2 | CAPITAL EDUCATORS FEDERAL CREDIT UNION CAPITAL EDUCATORS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | MERIDIAN ID | 272 | $36.7M | $3.1M |
| 3 | MANAGEMENT SCIENCE ASSOCIATES, INC. |
TARENTUM PA |
| 511 |
| $170.0M |
| $888K |
| 4 | RIDGECREST REGIONAL HOSPITAL RIDGECREST REGIONAL HOSPITAL SPECIAL CONTRIBUTORY TSA PENSION PLAN | RIDGECREST CA | 773 | $49.5M | $825K |
| 5 | PERSONALIS, INC. PERSONALIS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | FREMONT CA | 225 | $34.5M | $524K |
| 6 | PRECISION TOOLS SERVICE, INC. PTS GROUP SAVINGS PLAN | COLUMBUS IN | 239 | $14.0M | $460K |
| 7 | MEDICUS MANAGEMENT SERVICES, LLC MEDICUS 401(K) PLAN | WINDHAM NH | 358 | $26.5M | $365K |
| 8 | KNIGHT ENTERPRISES MANAGEMENT, LLC KNIGHT ENTERPRISES MANAGEMENT, LLC 401(K) PLAN | TITUSVILLE FL | 278 | $6.3M | $78K |
| 9 | ANTHONY L JORDAN HEALTH CENTER INC ANTHONY L JORDAN HEALTH CENTER INC PRE-TAX SAVINGS PLAN | ROCHESTER NY | 219 | $13.2M | $50K |
| 10 | MARYHAVEN INC. THE MARYHAVEN RETIREMENT PLAN | COLUMBUS OH | 275 | $8.9M | $23K |
