Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors US Small Cap Portfolio in their Schedule of Assets, totaling $18.0M 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 | RECOLOGY INC. RECOLOGY DEFINED BENEFIT PENSION PLAN | SAN FRANCISCO CA | 942 | $599.0M | $17.6M |
| 2 | PROGRESSIVE SOFTWARE COMPUTING, INC. PSCI 401(K) PLAN | WILMINGTON DE | 57 | $10.4M | $201K |
| 3 | ROLLEX CORPORATION HOURLY EMPLOYEES' PENSION PLAN OF ROLLEX CORPORATION |
ELK GROVE VILLAGE IL |
| 54 |
| $7.4M |
| $94K |
| 4 | 2012 USP HOLDINGS, INC. 2012 USP HOLDINGS, INC. 401(K) PLAN | REISEL TX | 402 | $17.5M | $75K |
