Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dimensional Fund Advisors U.S. Small-Cap Portfolio Institutional Class in their Schedule of Assets, totaling $165.2M 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 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS RETIREMENT PLAN (GOVERNMENT) | RESTON VA | 2,746 | $2.7B | $73.8M |
| 2 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS RETIREMENT PLAN (ELECTRIC BOAT AND MISSION SYSTEMS) | RESTON VA | 6,426 | $4.1B | $63.2M |
| 3 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS RETIREMENT PLAN (LAND SYSTEMS) | RESTON VA | 959 | $536.3M | $9.8M |
| 4 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS RETIREMENT PLAN (BATH IRON WORKS) | RESTON VA | 1,282 | $429.1M | $7.9M |
| 5 | GENERAL DYNAMICS LAND SYSTEMS, INC. GENERAL DYNAMICS LAND SYSTEMS PENSION AGREEMENT | WARREN MI | 575 | $302.9M | $5.5M |
| 6 | CZARNOWSKI DISPLAY SERVICE, INC. CZARNOWSKI DISPLAY SERVICE, INC. 401(K) PLAN | CHICAGO IL | 1,133 | $65.8M | $2.7M |
| 7 | HARRISON STREET REAL ESTATE CAPITAL, LLC HARRISON STREET REAL ESTATE CAPITAL 401(K) PROFIT SHARING PLAN | CHICAGO IL | 232 | $49.8M | $1.5M |
| 8 | GENERAL DYNAMICS CORPORATION GENERAL DYNAMICS RETIREMENT PLAN (COMMERCIAL) | RESTON VA | 2,572 | $1.8B | $560K |
| 9 | CALIMIRA, LLC CALIMIRA, LLC 401(K) PLAN | COLUMBUS OH | 811 | $3.0M | $230K |
| 10 | HINSHAW & CULBERTSON LLP HINSHAW & CULBERTSON ASSOCIATES 401 (K) PLAN | CHICAGO IL | 442 | $25.4M | $207K |
