Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional DFA International Small Company I in their Schedule of Assets, totaling $9.5M 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 | MICHAEL BEST AND FRIEDRICH, LLP MICHAEL BEST 401K PLAN | MILWAUKEE WI | 729 | $321.2M | $6.7M |
| 2 | TRIMEDX HOLDINGS, LLC TRIMEDX HOLDINGS, LLC RETIREMENT PLAN | INDIANAPOLIS IN | 3,016 | $244.6M | $2.4M |
| 3 | THULE INC. THULE INC. 401(K) PLAN |
| 304 |
| $46.5M |
| $277K |
| 4 | ASCENSION HEALTH DBA ASCENSION HEALTHCARE ASCENSION HEALTHCARE LEGACY MONEY PURCHASE PENSION PLAN | ST LOUIS MO | 492 | $13.9M | $132K |
