Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors Dfa International Small Cap Value I in their Schedule of Assets, totaling $840K 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 | ASSOCIATION MANAGEMENT CENTER, INC. ASSOCIATION MANAGEMENT CENTER, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SCHAUMBURG IL | 148 | $22.0M | $544K |
| 2 | BYLER HOLDINGS, LLC BYLER HOLDINGS 401(K) PLAN | LEBANON PA | 157 | $2.3M | $248K |
| 3 | WESTERN BANK CIRCLE I EMPLOYEE BENEFIT PLAN |
LUBBOCK TX |
| 119 |
| $10.3M |
| $39K |
| 4 | SUTHERLIN AUTOMOTIVE GROUP, LLC SUTHERLIN AUTOMOTIVE GROUP, LLC 401(K) PLAN | WETUMPKA AL | 123 | $3.8M | $9K |
| 5 | SANTA FE PREPARATORY SCHOOL SANTA FE PREPARATORY SCHOOL DC RETIREMENT PLAN | SANTA FE NM | 135 | $17.6M | $1K |
