Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding DFA US SmCap Value I Fund in their Schedule of Assets, totaling $24.8M 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 | KENAN ADVANTAGE GROUP, INC. THE KENAN ADVANTAGE GROUP, INC. 401(K) PLAN | NORTH CANTON OH | 6,717 | $277.9M | $7.8M |
| 2 | WATCHFIRE SIGNS LLC WATCHFIRE SIGNS NON-UNION 401(K) PLAN | DANVILLE IL | 343 | $44.3M | $7.5M |
| 3 | JAMESTOWN MANAGEMENT CORP. JAMESTOWN 401(K) PLAN |
ATLANTA GA |
| 544 |
| $90.2M |
| $4.8M |
| 4 | PREFERRED CREDIT, INC. PREFERRED CREDIT, INC. RETIREMENT SAVINGS PLAN | SAINT CLOUD MN | 238 | $21.8M | $1.9M |
| 5 | FOOT LOCKER, INC. FOOT LOCKER 401(K) PLAN | NEW YORK NY | 13,384 | $449.5M | $1.3M |
| 6 | SBE2, LLC SBE2 401K PLAN | MORGAN CITY LA | 295 | $7.5M | $301K |
| 7 | KELLOGG COMMUNITY CREDIT UNION KELLOGG COMMUNITY CREDIT UNION 401K SAVINGS PLAN | BATTLE CREEK MI | 161 | $13.8M | $281K |
| 8 | NATIONAL ASSOCIATION OF SOCIAL WORKERS, INC. N.A.S.W. EMPLOYEES 401(K) BENEFIT PLAN | WASHINGTON DC | 210 | $22.3M | $243K |
| 9 | PEOPLES FINANCIAL CORPORATION PEOPLES FINANCIAL CORPORATION 401(K) PROFIT SHARING PLAN | BILOXI MS | 127 | $25.8M | $235K |
| 10 | LITTLETON COIN COMPANY, INC. LITTLETON COIN COMPANY, INC. EMPLOYEE RETIREMENT PLAN | LITTLETON NH | 210 | $29.0M | $226K |
