Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dimensional Fund Advisors DFA US Small Cap in their Schedule of Assets, totaling $5.4M 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 | MAGNIFI FINANCIAL CREDIT UNION MAGNIFI FINANCIAL 401(K) PLAN & TRUST | MELROSE MN | 386 | $57.7M | $1.9M |
| 2 | ICP CONSTRUCTION, INC. ICP GROUP 401(K) SAVINGS PLAN | ANDOVER MA | 714 | $46.8M | $868K |
| 3 | THOMAS G. GALLAGHER, INC. THOMAS G. GALLAGHER, INC. 401(K) RETIREMENT PLAN |
WALTHAM MA |
| 114 |
| $19.4M |
| $725K |
| 4 | ALTRA FEDERAL CREDIT UNION ALTRA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ONALASKA WI | 498 | $73.1M | $631K |
| 5 | BLUE CANYON TECHNOLOGIES, INC. BLUE CANYON TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | LAFAYETTE CO | 426 | $39.5M | $548K |
| 6 | PANTHERX SPECIALTY, LLC PANTHERX SPECIALTY, LLC 401(K) PLAN | PITTSBURGH PA | 638 | $16.8M | $242K |
| 7 | MURROW'S TRANSFER, INC. MURROW'S TRANSFER, INC. PROFIT SHARING & 401(K) PLAN | HIGH POINT NC | 153 | $2.9M | $145K |
| 8 | KALMAN & COMPANY INC. KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST | VIRGINIA BEACH VA | 430 | $25.4M | $113K |
| 9 | AUGUSTA ENT, P.C. AUGUSTA ENT, P.C. 401(K) PROFIT SHARING PLAN | EVANS GA | 189 | $34.1M | $112K |
| 10 | JONES BROS. CONTRACTORS, LLC JONES BROS 401(K) PLAN | MT JULIET TN | 668 | $17.7M | $91K |
