Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors US Small Cap I Fund in their Schedule of Assets, totaling $128K 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 | HARBOR LINEN LLC DBA 1CONCIER HARBOR LINEN LLC 401(K) PLAN | FORT LAUDERDALE FL | 89 | $4.1M | $58K |
| 2 | TRI HOLDCO, INC. TRI HOLDCO., INC. 401(K) PLAN | FOLSOM CA | 301 | $29.9M | $55K |
| 3 | COMMUNITY HOUSING ADVOCATES, INC. 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY HOUSING ADVOCATES, INC. |
HARTFORD CT |
| 122 |
| $2.3M |
| $15K |