Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding Dimensional in their Schedule of Assets, totaling $10.8M 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 | SEVEN SEVENTEEN CREDIT UNION, INC. SEVEN SEVENTEEN CREDIT UNION, INC. 401(K) SAVINGS PLAN FOR SALARIED EMPLOYEES | WARREN OH | 139 | $39.7M | $3.3M |
| 2 | SEVEN SEVENTEEN CREDIT UNION, INC. SEVEN SEVENTEEN CREDIT UNION, INC. 401(K) SAVINGS PLAN FOR UNION EMPLOYEES | WARREN OH | 186 | $18.1M | $2.0M |
| 3 | TIFT REGIONAL HEALTH SYSTEM, INC. |
ATHENS GA |
| 2,531 |
| $406.0M |
| $1.2M |
| 4 | ENSTAR NATURAL GAS COMPANY ENSTAR NATURAL GAS COMPANY, LLC RETIREMENT PLAN FOR NON-UNION EMPLOYEES | ANCHORAGE AK | 30 | $33.2M | $1.1M |
| 5 | FARM BUREAU INSURANCE COMPANY OF IDAHO FARM BUREAU INSURANCE COMPANY OF IDAHO VOLUNTARY EMPLOYEE SAVINGS PLAN | POCATELLO ID | 253 | $23.7M | $871K |
| 6 | MOUNTAIN WEST FARM BUREAU MUTUAL INSURANCE COMPANY MOUNTAIN WEST FARM BUREAU VOLUNTARY EMPLOYEE SAVINGS PLAN | LARAMIE WY | 223 | $22.6M | $832K |
| 7 | ARKANSAS CHILDREN'S ARKANSAS CHILDREN'S DEFINED CONTRIBUTION RETIREMENT PLAN | LITTLE ROCK AR | 3,368 | $92.1M | $527K |
| 8 | MELWOOD HORTICULTURAL TRAINING CENTER MELWOOD SERVICE CONTRACT ACT RETIREMENT PLAN | UPPER MARLBORO MD | 877 | $33.4M | $499K |
| 9 | HERRSCHNERS, INC. HERRSCHNERS, INC. RETIREMENT SAVINGS PLAN | STEVENS POINT WI | 96 | $5.2M | $173K |
| 10 | MELWOOD HORTICULTURAL TRAINING CENTER INC. MELWOOD HORTICULTURAL TRAINING CENTER INC. RETIREMENT PLAN | UPPER MARLBORO MD | 139 | $12.2M | $148K |
