DFA Small Cap Trust
A direct filing entity on Form 5500. Each row is a plan's interest in the vehicle at its plan year end as filed on Schedule D Part I: a holding value, never a commitment amount.
- Public LPs
- 6
3 more limited partners and 13 more commitment rows
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Plans holding an interest
How limited partners are countedOne line per allocator, folded across every filing, report and board record that names this vehicle, so an allocator that reported the same commitment in eight annual filings counts once. A line is closed only when a closing date exists; held means the allocator reports the position with no closing date on this graph. The dollars are what the allocators that print a number disclosed (0 of 6), never a fund size.| Allocator | Disclosed | State | Approved | Closed | Reported |
|---|---|---|---|---|---|
| ADT Pension Plan for US Employees | Not disclosed | held | - | - | Dec 31, 2023 |
| Paccar Inc Retirement Plan | Not disclosed | held | - | - | Dec 31, 2025 |
| Pension Fund of Local No. One of I. a. T. S. E. | Not disclosed | held | - | - | Dec 31, 2024 |
+3 more limited partners in this fund
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Every row
| Date | Allocator | Fund | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2025 | Paccar Inc Retirement Plan | DFA Small Cap Trustcollective trust | Public equity | $90.7M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | The Bank of America Pension Plan | DFA Small Cap Trust103 12 ie | Public equity | $112M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | Pension Fund of Local No. One of I. a. T. S. E. | DFA Small Cap Trust103 12 ie | Public equity | $20.0M held | Disclosed holding | askebsa.dol.gov |
+13 more commitment rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.