Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional International Small Cap Value Mutual Fund in their Schedule of Assets, totaling $2.7M 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 | ELECTRICAL COMPONENTS INTERNATIONAL, INC. ECI, INC. 401(K) PLAN | ST. LOUIS MO | 615 | $31.6M | $2.3M |
| 2 | V.I.P, INC. V.I.P., INC. RETIREMENT SAVINGS PLAN & TRUST | AUBURN ME | 674 | $7.6M | $443K |
| 3 | J.S. COALTER & ASSOCIATES, INC. COALTER GROUP 401(K) PLAN |
CAPE GIRARDEAU MO |
| 221 |
| $517K |
| $14K |