Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 71 U.S. retirement plans report holding Dimensional Fund Advisors in their Schedule of Assets, totaling $238.1M 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 | WESTERN DIGITAL CORPORATION WESTERN DIGITAL CORPORATION 401(K) PLAN | SAN JOSE CA | 6,598 | $2.5B | $54.3M |
| 2 | KEHE DISTRIBUTORS, INC. KEHE DISTRIBUTORS, INC. 401(K) RETIREMENT SAVINGS PLAN | NAPERVILLE IL | 7,832 | $326.1M | $30.1M |
| 3 | DYCOM INDUSTRIES, INC. |
WEST PALM BEACH FL |
| 16,855 |
| $403.3M |
| $21.9M |
| 4 | OXBO INTERNATIONAL CORPORATION OXBO INTERNATIONAL RETIREMENT SAVINGS PLAN | BYRON NY | 573 | $108.4M | $21.3M |
| 5 | CLAYTON HOMES, INC. CLAYTON HOMES, INC. 401(K) RETIREMENT PLAN | MARYVILLE TN | 22,418 | $1.6B | $13.8M |
| 6 | SAX LLP SAX LLP SAVINGS AND INVESTMENT PLAN | PARSIPPANY NJ | 358 | $77.4M | $11.0M |
| 7 | REQUEST FOODS, INC. REQUEST FOODS, INC. PROFIT SHARING AND SAVINGS PLAN | HOLLAND MI | 1,108 | $120.8M | $9.2M |
| 8 | CUSTOM-PAK, INC. CUSTOM-PAK, INC. EMPLOYEES 401(K) RETIREMENT PLAN | CLINTON IA | 708 | $46.5M | $7.0M |
| 9 | WALSH CONSTRUCTION CO. WALSH GROUP 401(K) AND PROFIT SHARING PLAN FOR UNION AND NON-UNION EMPLOYEES | PORTLAND OR | 373 | $158.7M | $6.5M |
| 10 | SEABROOK BROTHERS AND SONS, INC. SEABROOK BROTHERS AND SONS, INC. PROFIT SHARING PLAN | SEABROOK NJ | 217 | $27.3M | $6.4M |
