Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Small Cap I Fund in their Schedule of Assets, totaling $474K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | THERACARE OF NEW YORK, INC THERACARE 401(K) SAVINGS PLAN | HAUPPAUGE NY | 733 | $29.8M | $202K |
| 2 | BANK OF IDAHO HOLDING COMPANY BANK OF IDAHO 401(K) PLAN | IDAHO FALLS ID | 200 | $9.9M | $131K |
| 3 | SECURITY STATE BANCSHARES, INC. SECURITY STATE BANCSHARES, INC. 401(K) PLAN |
CHARLESTON MO |
| 171 |
| $17.0M |
| $83K |
| 4 | LERETA, LLC LERETA, LLC 401(K) PLAN | POMONA CA | 594 | $34.7M | $58K |
