Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional US Small Cap in their Schedule of Assets, totaling $8.1M 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 | VONAGE HOLDINGS CORP VONAGE 401(K) RETIREMENT PLAN | HOLMDEL NJ | 1,218 | $289.3M | $7.2M |
| 2 | SIB MIDCO, LLC SIB 401(K) PLAN | CHARLESTON SC | 233 | $14.1M | $677K |
| 3 | ROOFERS LOCAL UNION #210 BOARD OF TRUSTEES ROOFERS LOCAL UNION #210 MONEY PURCHASE PENSION PLAN |
ERIE PA |
| 235 |
| $10.6M |
| $284K |
| 4 | GIRI HOTEL MANAGEMENT LLC GIRI HOTEL MANAGEMENT LLC 401(K) PLAN | QUINCY MA | 552 | $3.6M | $11K |
