Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA US Small Cap Portfolio in their Schedule of Assets, totaling $43.9M 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 | ROSS STORES, INC. ROSS STORES, INC. 401(K) SAVINGS PLAN | DUBLIN CA | 56,638 | $1.0B | $25.1M |
| 2 | M. ARTHUR GENSLER JR. & ASSOCIATES, INC. GENSLER PROFIT SHARING PLAN | SAN FRANCISCO CA | 4,091 | $354.4M | $9.8M |
| 3 | BIO-TECHNE CORPORATION BIO-TECHNE CORPORATION AND AFFILIATES PROFIT SHARING AND SAVINGS PLAN |
MINNEAPOLIS MN |
| 2,226 |
| $355.1M |
| $6.6M |
| 4 | NORTHERN BANK & TRUST COMPANY NORTHERN BANK AND TRUST COMPANY 401(K) PLAN | WOBURN MA | 248 | $27.9M | $2.4M |
| 5 | NEW PIONEER COOPERATIVE SOCIETY NEW PIONEER COOPERATIVE SOCIETY SALARY REDUCTION PROFIT SHARING PLAN | IOWA CITY IA | 107 | $4.5M | $42K |
