Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 400 retirement plans report an interest in this investment, totaling $21.7M in reported end-of-year interest. Plans are ranked by reported interest.
Reported on Schedule D under 6 name variants: DFA International Value, DFA International Value Port, DFA International Value Fund, DFA International Value I, DFA International Value Portfolio, DFA International Value Portfolio I. Counts combine all variants of the same investment.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Reported interest |
|---|---|---|---|---|---|
| 1 | STEMILT GROWERS, LLC STEMILT GROWERS, LLC 401(K) SAVINGS PLAN & TRUST | WENATCHEE WA | 1,734 | $64.7M | $950K |
| 2 | PROCESSED METALS INNOVATORS, INC. PMI 401(K) PLAN | BLOOMER WI | 124 | $6.2M | $749K |
| 3 | BENCHMARK DIGITAL PARTNERS, LLC BENCHMARK DIGITAL PARTNERS, LLC 401(K) AND PROFIT SHARING PLAN | MASON OH | 184 | $17.7M | $654K |
| 4 | GEORGE & LYNCH, INC. GEORGE & LYNCH 401(K) PROFIT SHARING PLAN | DOVER DE | 217 | $20.6M | $468K |
| 5 | AMERICAN PULVERIZER COMPANY AMERICAN PULVERIZER COMPANY/HUSTLER CONVEYOR EMPLOYEES' PROFIT SHARING & 401(K) PLAN | ST. LOUIS MO | 120 | $16.6M | $454K |
| 6 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 691 | $74.6M | $449K |
| 7 | IOWA ROTOCAST PLASTICS, INC. IOWA ROTOCAST PLASTICS, INC. 401(K) PLAN | DECORAH IA | 177 | $18.0M | $445K |
| 8 | ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC ENT AND ALLERGY ASSOCIATES OF FLORIDA, LLC 401K PLAN | BOCA RATON FL | 647 | $60.2M | $411K |
| 9 | THE GOVERNOR AND COMPANY OF THE BANK OF IRELAND BANK OF IRELAND GROUP U.S. 401(K) SAVINGS PLAN | STAMFORD CT | 35 | $31.0M | $380K |
| 10 | BOYS & GIRLS CLUBS OF GREATER SAN DIEGO THE BOYS & GIRLS CLUBS OF GREATER SAN DIEGO MTIA PLAN | SAN DIEGO CA | — | $4.0M | $377K |
