Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional Fund Advisors U.S. Small Cap Fund # in their Schedule of Assets, totaling $3.9M 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 | MADISON DEARBORN PARTNERS LLC MADISON DEARBORN PARTNERS LLC SAVINGS INCENTIVE PLAN | CHICAGO IL | 97 | $98.8M | $2.6M |
| 2 | RALEIGH NEUROLOGY ASSOCIATES, P.A. RALEIGH NEUROLOGY ASSOCIATES, P.A. 401(K) PROFIT SHARING PLAN | RALEIGH NC | 217 | $52.9M | $518K |
| 3 | SKYLA FEDERAL CREDIT UNION |
CHARLOTTE NC |
| 309 |
| $23.0M |
| $372K |
| 4 | SUNSTAR INSURANCE GROUP DBA CHAPMAN-SANDER INSURANCE, LLC SUNSTAR INSURANCE GROUP 401(K) PLAN | MEMPHIS TN | 738 | $25.5M | $283K |
| 5 | MATHEWS MANAGEMENT INC. MATHEWS MANAGEMENT 401(K) RETIREMENT PLAN | SPRINGDALE AR | 685 | $3.5M | $83K |
