Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA US Small Cap Portfolio " in their Schedule of Assets, totaling $46.1M 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 | 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 | ILLINOIS FEDERATION OF TEACHERS IL FEDERATION OF TEACHERS PENSION PLAN | WESTMONT IL | 89 | $40.6M | $2.1M |
| 6 | OPTUM SERVICES (PUERTO RICO) LLC UNITEDHEALTH GROUP PUERTO RICO SAVINGS PLAN | MINNETONKA MN | 2,422 | $14.7M | $49K |
| 7 | BREWSTER AMBULANCE SERVICE, INC. BREWSTER AMBULANCE SERVICE 401(K) RETIREMENT PLAN | WEYMOUTH MA | 1,104 | $15.6M | $43K |
| 8 | NEW PIONEER COOPERATIVE SOCIETY NEW PIONEER COOPERATIVE SOCIETY SALARY REDUCTION PROFIT SHARING PLAN | IOWA CITY IA | 107 | $4.5M | $42K |
