Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Registered investment companies DFA US Small Cap I Mutual fund in their Schedule of Assets, totaling $9.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | JELD-WEN HOLDING, INC. JELD-WEN 401(K) RETIREMENT SAVINGS PLAN | CHARLOTTE NC | 8,820 | $517.6M | $9.6M |
