Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA US Small Cap Registered Investment Company in their Schedule of Assets, totaling $41.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DUANE MORRIS LLP DUANE MORRIS EMPLOYEE INCENTIVE SAVINGS 401(K) PLAN | PHILADELPHIA PA | 1,277 | $411.9M | $17.3M |
| 2 | DUANE MORRIS LLP DUANE MORRIS RETIREMENT PLAN | PHILADELPHIA PA | 455 | $338.0M | $11.7M |
| 3 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN |
AUSTIN TX |
| 1,226 |
| $450.4M |
| $6.3M |
| 4 | DUANE MORRIS LLP DUANE MORRIS ASSOCIATES' 401(K) PLAN | PHILADELPHIA PA | 468 | $82.4M | $3.0M |
| 5 | LISKOW AND LEWIS, APLC LISKOW AND LEWIS RETIREMENT PLAN AND TRUST | NEW ORLEANS LA | 193 | $159.7M | $1.9M |
| 6 | SUPER STORE INDUSTRIES SUPER STORE INDUSTRIES 401(K) PLAN | LATHROP CA | 312 | $107.2M | $736K |
| 7 | BORREGO ENERGY, LLC BORREGO ENERGY RETIREMENT SAVINGS PLAN | SAN DIEGO CA | 122 | $23.3M | $237K |
| 8 | CREATIVE MEDIA DEVELOPMENT, INC. CMD AGENCY RETIREMENT PLAN | PORTLAND OR | 46 | $7.0M | $166K |
| 9 | DIENTES COMMUNITY DENTAL CARE DIENTES COMMUNITY DENTAL CARE 403(B) PLAN | SANTA CRUZ CA | 126 | $3.8M | $143K |
| 10 | SUZUKI MARINE USA, LLC SUZUKI 401(K) RETIREMENT PLAN | TAMPA FL | 332 | $62.4M | $40K |
