Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 15 U.S. retirement plans report holding Dimensional DFA US Small Cap I in their Schedule of Assets, totaling $45.6M 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 | LOYOLA MARYMOUNT UNIVERSITY LOYOLA MARYMOUNT UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | LOS ANGELES CA | 3,137 | $538.0M | $20.1M |
| 2 | KERING AMERICAS, INC KERING AMERICAS, INC. RETIREMENT AND SAVINGS PLAN | WAYNE NJ | 4,402 | $344.9M | $6.6M |
| 3 | FLOYD HEALTHCARE MANAGEMENT |
ROME GA |
| 3,950 |
| $205.2M |
| $6.4M |
| 4 | ATRICURE, INC. ATRICURE, INC. 401(K) PLAN | MASON OH | 1,189 | $151.0M | $5.8M |
| 5 | FOOD PANTRY, LTD. THE FOOD PANTRY PROFIT SHARING INVESTMENT PLAN | HONOLULU HI | 422 | $32.4M | $2.6M |
| 6 | FOODLAND SUPER MARKET, LTD. THE FOODLAND PROFIT SHARING INVESTMENT PLAN | HONOLULU HI | 1,355 | $67.6M | $2.5M |
| 7 | THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH, AN AFF OF UAB HLTH SYSTM THE HEALTH CARE AUTHORITY FOR BAPTIST HEALTH MATCHING DOLLAR PLAN | MONTGOMERY AL | 2,435 | $49.0M | $466K |
| 8 | STEPPING STONES HEALTHCARE SERVICES, LLC THE STEPPING STONES GROUP RETIREMENT PLAN | BOSTON MA | 14,977 | $104.0M | $420K |
| 9 | MILESTONE SYSTEMS, INC. MILESTONE SYSTEMS, INC. 401(K) PLAN | LAKE OSWEGO OR | 290 | $28.2M | $243K |
| 10 | KALAMA BEACH CORPORATION THE KALAMA BEACH EMPLOYEES PROFIT SHARING INVESTMENT PLAN | HONOLULU HI | 333 | $4.7M | $145K |
