Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional DFA Intl Small Co I in their Schedule of Assets, totaling $1.2M 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 | INTELLECTUAL VENTURES MANAGEMENT, LLC INTELLECTUAL VENTURES MANAGEMENT 401(K) PLAN | BELLEVUE WA | 125 | $98.7M | $571K |
| 2 | NEW HOPE OF INDIANA, INC. NEW HOPE OF INDIANA, INC. 403(B) PLAN | INDIANAPOLIS IN | 371 | $13.3M | $336K |
| 3 | HOUSTON PILOTS HOUSTON PILOTS 401(K) PLAN |
DEER PARK TX |
| 142 |
| $136.8M |
| $277K |