Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA US Vector Equity I # in their Schedule of Assets, totaling $12.8M 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 | SMITHGROUP COMPANIES, INC. THE SMITHGROUP RETIREMENT ACCUMULATION PLAN | DETROIT MI | 1,547 | $335.3M | $6.6M |
| 2 | TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN | FLUSHING NY | 845 | $53.9M | $2.5M |
| 3 | COMMERCIAL TOOL & DIE, INC. |
COMSTOCK PARK MI |
| 295 |
| $25.2M |
| $1.2M |
| 4 | CHARTER OAK FEDERAL CREDIT UNION CHARTER OAK FEDERAL CREDIT UNION RETIREMENT PLAN | WATERFORD CT | 154 | $34.3M | $895K |
| 5 | NEWCOMB OIL CO., LLC NEWCOMB OIL CO., LLC PROFIT SHARING AND 401K SAVINGS PLAN | BARDSTOWN KY | 801 | $29.9M | $703K |
| 6 | FOUNDATION FOR NATIONAL PROGRESS FOUNDATION FOR NATIONAL PROGRESS EMPLOYEES' RETIREMENT PLAN | SAN FRANCISCO CA | 139 | $12.6M | $297K |
| 7 | R&L SPRING COMPANY R&L SPRING COMPANY 401(K) PLAN | LAKE GENEVA WI | 238 | $25.7M | $228K |
| 8 | TEAM DIRECT MANAGEMENT LLC TEAM DIRECT MANAGEMENT 401(K) PROFIT SHARING PLAN | ROGERS AR | 190 | $25.0M | $225K |
| 9 | HAMMILL MANUFACTURING COMPANY HAMMILL MANUFACTURING COMPANY 401(K) PLAN | MAUMEE OH | 130 | $15.4M | $164K |
| 10 | JAV FOOD CORP. AGATA & VALENTINA 401(K) RETIREMENT PLAN | NEW YORK NY | 166 | $5.0M | $26K |
