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 Value I in their Schedule of Assets, totaling $1.1M 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 | HOOTERS OF AMERICA, LLC HOOTERS OF AMERICA, LLC 401(K) PLAN | ATLANTA GA | 3,445 | $17.4M | $425K |
| 2 | LIA GROUP, INC. THE LIA GROUP 401(K) PLAN | ALBANY NY | 763 | $26.6M | $366K |
| 3 | KEESLER FEDERAL CREDIT UNION KEESLER FEDERAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST |
BILOXI MS |
| 169 |
| $21.1M |
| $275K |
| 4 | HOME EXPERIENCE LLC HOMEX SAVINGS PLAN | CHICAGO IL | 160 | $5.1M | $8K |
