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 Portfolio Ins - in their Schedule of Assets, totaling $1.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CERTILMAN BALIN ADLER & HYMAN, LLP CERTILMAN BALIN ADLER & HYMAN, LLP SALARY REDUCTION & BONUS DEFERRAL PLAN | EAST MEADOW NY | 141 | $69.4M | $617K |
| 2 | ADAMS RESOURCES AND ENERGY, INC. ADAMS RESOURCES AND ENERGY, INC., AND SUBSIDIARIES 401K PLAN | HOUSTON TX | 626 | $33.0M | $272K |
| 3 | SIGNAL MANAGEMENT SERVICES, LLC |
WILTON CT |
| 146 |
| $24.0M |
| $272K |
| 4 | BUCH CONSTRUCTION, INC. BUCH CONSTRUCTION, INC. EMPLOYEES' 401(K) PLAN | FULTON MD | 179 | $21.5M | $186K |
