Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional Fund Advisors DFA U.S. Small Cap Portfolio Institutional Class in their Schedule of Assets, totaling $17.4M 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 | UHHS UHHS 401(K) RETIREMENT SAVINGS PLAN | SHAKER HEIGHTS OH | 8,319 | $766.9M | $10.0M |
| 2 | PACHULSKI STANG ZIEHL & JONES LLP PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | LOS ANGELES CA | 111 | $148.2M | $3.8M |
| 3 | WILENTZ, GOLDMAN & SPITZER, P.A. WILENTZ, GOLDMAN, & SPITZER, P.A. 401(K) PLAN |
WOODBRIDGE NJ |
| 226 |
| $93.7M |
| $1.6M |
| 4 | TRAFIGURA TRADING LLC TRAFIGURA TRADING LLC RETIREMENT SAVINGS PLAN | HOUSTON TX | 269 | $54.2M | $662K |
| 5 | BLAZE CREDIT UNION BLAZE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | FALCON HEIGHTS MN | 116 | $55.6M | $588K |
| 6 | MILBANK LLP MILBANK RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,061 | $521.4M | $417K |
| 7 | LAKE FOREST ACADEMY LAKE FOREST ACADEMY DEFINED CONTRIBUTION PLAN | LAKE FOREST IL | 164 | $43.8M | $333K |
| 8 | MEADVILLE MEDICAL CENTER MEADVILLE MEDICAL CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | MEADVILLE PA | 1,553 | $23.1M | $24K |
