Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional Fund Advisors DFA International Small Company in their Schedule of Assets, totaling $3.2M 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 | WELLBORN CABINET INC. WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN | ASHLAND AL | 1,394 | $31.4M | $1.1M |
| 2 | WEBSTERROGERS, LLP WEBSTERROGERS LLP 401(K) PLAN & TRUST | FLORENCE SC | 117 | $23.7M | $927K |
| 3 | NAMAN HOWELL SMITH & LEE, PLLC NAMAN HOWELL SMITH & LEE, PLLC EMPLOYEES PROFIT SHARING PLAN AND TRUST |
WACO TX |
| 136 |
| $47.0M |
| $682K |
| 4 | JEWISH FAMILY SERVICE OF TIDEWATER, INC. JEWISH FAMILY SERVICE 403B TAX DEFERRED ANNUITY PLAN | VIRGINIA BEACH VA | 96 | $5.2M | $405K |
| 5 | MELTON MACHINE & CONTROL COMPANY MELTON MACHINE & CONTROL COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | WASHINGTON MO | 107 | $57.3M | $29K |
| 6 | MURROW'S TRANSFER, INC. MURROW'S TRANSFER, INC. PROFIT SHARING & 401(K) PLAN | HIGH POINT NC | 153 | $2.9M | $27K |
| 7 | CREATIVE CONSULTING SERVICES, INC. CREATIVE CONSULTING SERVICES, INC. 401(K) PLAN | WINDER GA | 111 | $5.2M | $25K |
