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 Port Inst in their Schedule of Assets, totaling $1.5M 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 | ANTONINI FREIGHT EXPRESS, INC. ANTONINI FREIGHT EXPRESS, INC. 401(K) & PROFIT SHARING PLAN | STOCKTON CA | 113 | $8.5M | $535K |
| 2 | CASSENA CARE, LLC CROSSWAY 401(K) PLAN | WOODBURY NY | 2,868 | $97.4M | $430K |
| 3 | TARDITI, INC. TARDITI, INC. 401(K) PROFIT SHARING PLAN |
LODI CA |
| 96 |
| $7.5M |
| $284K |
| 4 | CHILDREN'S HOME OF STOCKTON CHILDREN'S HOME OF STOCKTON 401(K) PROFIT SHARING PLAN | STOCKTON CA | 56 | $3.4M | $258K |
