Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding SS DFA U.S. Small Cap Portfolio I DFA 0 in their Schedule of Assets, totaling $1.1M 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 | THE BREWER-GARRETT COMPANY THE BREWER-GARRETT COMPANY 401(K) PS PLAN | MIDDLEBURG HEIGHTS OH | 200 | $24.6M | $729K |
| 2 | HELFMAN ENTERPRISES, INC. HELFMAN ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 483 | $27.5M | $324K |
