Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Small Cap Fund in their Schedule of Assets, totaling $3.9M 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 | MIDLAND COGENERATION VENTURE LIMITED PARTNERSHIP MIDLAND COGENERATION VENTURE LIMITED PARTNERSHIP 401(K) SAVINGS PLAN | MIDLAND MI | 0 | $55.1M | $2.2M |
| 2 | DEMING, MALONE, LIVESAY & OSTROFF DMLO 401K RETIREMENT PLAN | LOUISVILLE KY | 148 | $23.8M | $961K |
| 3 | KOMPASS KAPITAL MANAGEMENT LLC |
OVERLAND PARK KS |
| 463 |
| $18.4M |
| $225K |
| 4 | MC2 CIVIL, INC. MC2 CIVIL, INC. 401(K) PLAN | HOUSTON TX | 338 | $7.5M | $171K |
| 5 | GALVION LTD. GALVION LTD 401(K) RETIREMENT PLAN | PORTSMOUTH NH | 366 | $4.5M | $110K |
| 6 | PACIFIC LIFESTYLE HOMES, INC. PACIFIC LIFESTYLE HOMES, INC. 401(K) PLAN | VANCOUVER WA | 119 | $9.2M | $84K |
| 7 | SPECIAL OLYMPICS FLORIDA, INC. SPECIAL OLYMPICS FLORIDA, INC. 401(K) RETIREMENT PLAN | CLERMONT FL | 100 | $5.7M | $70K |
| 8 | SOUTHERN MISSOURI CONTAINERS, INC. SMC PACKAGING GROUP 401(K) PLAN | SPRINGFIELD MO | 421 | $35.6M | $56K |
| 9 | THE MAGELLAN INTERNATIONAL SCHOOL OF AUSTIN THE MAGELLAN INTERNATIONAL SCHOOL RETIREMENT PLAN | AUSTIN TX | 133 | $2.3M | $24K |
