Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 22 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Small Cap I - in their Schedule of Assets, totaling $13.4M 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 | COOLSYS, INC. COOLSYS, INC. 401(K) PLAN | BREA CA | 3,686 | $219.3M | $4.0M |
| 2 | IDAHO CENTRAL CREDIT UNION IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | CHUBBUCK ID | 1,417 | $104.8M | $3.6M |
| 3 | SOARION CREDIT UNION SOARION CREDIT UNION RETIREMENT PLAN AND TRUST |
SAN ANTONIO TX |
| 35 |
| $24.2M |
| $2.1M |
| 4 | POTLATCH NO 1 FINANCIAL CREDIT UNION POTLATCH NO 1 FINANCIAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | LEWISTON ID | 337 | $73.0M | $676K |
| 5 | FIRST FINANCIAL CREDIT UNION FIRST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST | ALBUQUERQUE NM | 270 | $28.9M | $659K |
| 6 | VCOM SOLUTIONS, INC. VCOM SOLUTIONS, INC. 401(K) PLAN | SAN RAMON CA | 132 | $13.7M | $359K |
| 7 | BELCO COMMUNITY CREDIT UNION BELCO COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | HARRISBURG PA | 192 | $39.7M | $346K |
| 8 | ISCAR METALS, INC. ISCAR METALS 401(K) PLAN | ARLINGTON TX | 368 | $69.6M | $307K |
| 9 | EXPERTVOICE, INC. EXPERTVOICE, INC. 401(K) PROFIT SHARING PLAN & TRUST | SALT LAKE CITY UT | 164 | $19.8M | $254K |
| 10 | NEIGHBORS FEDERAL CREDIT UNION NEIGHBORS FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST | BATON ROUGE LA | 190 | $67.8M | $236K |
