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 US Small Cap Growth Portfolio in their Schedule of Assets, totaling $226K 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 | OPUS INSPECTION, INC. OPUS INSPECTION 401(K) PLAN | EAST GRANBY CT | 1,528 | $80.5M | $142K |
| 2 | FUN SPOT OF FLORIDA, INC. FUN SPOT OF FLORIDA, INC. 401K | ORLANDO FL | 218 | $4.0M | $71K |
| 3 | MAHASKA BOTTLING COMPANY MAHASKA BOTTLING COMPANY 401(K) PLAN |
OSKALOOSA IA |
| 219 |
| $14.5M |
| $13K |
