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 Portfolio Institutional Class in their Schedule of Assets, totaling $1.0M 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 | CENTURI GROUP, INC. CENTURI GROUP, INC. PROFIT SHARING PLAN | PHOENIX AZ | 1,260 | $134.7M | $804K |
| 2 | LINETEC SERVICES, LLC LINETEC 401(K) PLAN | PHOENIX AZ | 595 | $28.5M | $204K |
| 3 | CENTURI GROUP, INC. NPL CONSTRUCTION CO. 401(K) PLAN |
| 1,100 |
| $17.2M |
| $8K |
