Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
TraditionalDB
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | DFA OF CALIFORNIA 401(K) PLAN | 401k | $5.3M | 174 | 2025 | |
| 001 | DFA OF CALIFORNIA RETIREMENT PLAN | TraditionalDB | $5.3M | 82 | 2025 |