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 Company in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | 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 | JEWISH FAMILY SERVICE OF TIDEWATER, INC. JEWISH FAMILY SERVICE 403B TAX DEFERRED ANNUITY PLAN |
VIRGINIA BEACH VA |
| 96 |
| $5.2M |
| $405K |
| 4 | MURROW'S TRANSFER, INC. MURROW'S TRANSFER, INC. PROFIT SHARING & 401(K) PLAN | HIGH POINT NC | 153 | $2.9M | $27K |
| 5 | CREATIVE CONSULTING SERVICES, INC. CREATIVE CONSULTING SERVICES, INC. 401(K) PLAN | WINDER GA | 111 | $5.2M | $25K |
