Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA US SmallCap Portfolio Inst in their Schedule of Assets, totaling $7.3M 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 | LOYOLA UNIVERSITY NEW ORLEANS LOYOLA UNIVERSITY RETIREMENT PLAN | NEW ORLEANS LA | 1,273 | $282.3M | $4.3M |
| 2 | SAINT ANNS SCHOOL THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN | BROOKLYN NY | 325 | $96.6M | $2.6M |
| 3 | PORTER-GAUD SCHOOL PORTER-GAUD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN |
CHARLESTON SC |
| 320 |
| $53.8M |
| $297K |
| 4 | RUTGERS PREPARATORY SCHOOL RUTGERS PREPARATORY SCHOOL DEFINED CONTRIBUTION PLAN | SOMERSET NJ | 183 | $54.1M | $80K |
