Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional US Small Cap Collective Investment Fund - Class S in their Schedule of Assets, totaling $163.3M 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 | NATIONAL TECHNOLOGY & ENGINEERING SOLUTIONS OF SANDIA, LLC NTESS SAVINGS AND INCOME PLAN | ALBUQUERQUE NM | 15,950 | $7.2B | $163.3M |
