Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dimensional Fund Advisors US Small-Cap I in their Schedule of Assets, totaling $9.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | APOLLO, INC. APOLLO, INC. 401(K) PROFIT SHARING PLAN | KENNEWICK WA | 558 | $71.7M | $4.4M |
| 2 | TRULIANT FEDERAL CREDIT UNION TRULIANT FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | WINSTON-SALEM NC | 893 | $68.5M | $2.0M |
| 3 | ACHE AMERICAN COLLEGE OF HEALTHCARE EXECUTIVES SMART 401(K) PLAN |
CHICAGO IL |
| 97 |
| $36.0M |
| $1.3M |
| 4 | SPERO FINANCIAL FEDERAL CREDIT UNION SPERO FINANCIAL FEDERAL CREDIT UNION 401(K)/PROFIT SHARING PLAN | GREENVILLE SC | 157 | $22.7M | $560K |
| 5 | ASCENT LIFTING, INC. ASCENT LIFTING, INC. 401(K) PLAN | PHOENIX AZ | 439 | $32.9M | $545K |
| 6 | COMMUNITY CREDIT UNION OF FLORIDA COMMUNITY CREDIT UNION OF FLORIDA DEFINED BENEFIT PLAN AND TRUST | ROCKLEDGE FL | 118 | $32.6M | $310K |
| 7 | KEESLER FEDERAL CREDIT UNION KEESLER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | BILOXI MS | 787 | $38.4M | $130K |
| 8 | HOME EXPERIENCE LLC HOMEX SAVINGS PLAN | CHICAGO IL | 160 | $5.1M | $35K |
| 9 | SEQUENTIAL TECHNOLOGY INTERNATIONAL LLC STI 401(K) PLAN | BETHLEHEM PA | 259 | $14.2M | $16K |
| 10 | INNOVATIVE LIVESTOCK SERVICES INC INNOVATIVE LIVESTOCK SERVICES, INC. EMPLOYEES SAVINGS TRUST | GREAT BEND KS | 306 | $34.9M | $6K |
