Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors DFA International Small Company Portfolio Institutional Class in their Schedule of Assets, totaling $6.3M 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 | MILBANK LLP MILBANK RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,061 | $521.4M | $5.5M |
| 2 | CARVANA, LLC CARVANA, LLC 401(K) PLAN | TEMPE AZ | 17,481 | $267.1M | $372K |
| 3 | WESCO AIRCRAFT HARDWARE CORP. INCORA SAVINGS AND INVESTMENT PLAN |
| 1,377 |
| $92.3M |
| $363K |
