Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA International Core Equity Fund Mutual fund in their Schedule of Assets, totaling $84.4M 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 | LATHAM & WATKINS LLP LATHAM & WATKINS 401(K) SAVINGS AND PROFIT SHARING PLAN | LOS ANGELES CA | 4,864 | $3.1B | $72.6M |
| 2 | THE PETERSON COMPANIES THE PETERSON COMPANIES 401(K) EMPLOYEE INCENTIVE PLAN | FAIRFAX VA | 181 | $62.0M | $6.3M |
| 3 | CSE AMERICAS INC. BLUE WIND 401(K) PLAN |
SPRING TX |
| 855 |
| $33.7M |
| $1.5M |
| 4 | KIRTLAND FEDERAL CREDIT UNION KIRTLAND FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ALBUQUERQUE NM | 156 | $19.5M | $1.0M |
| 5 | CAPSTONE GREEN ENERGY, LLC CAPSTONE GREEN ENERGY, LLC 401(K) PLAN | VAN NUYS CA | 97 | $27.4M | $965K |
| 6 | AZTEC SHOPS, LTD AZTEC SHOPS, LTD. DEFINED BENEFIT PENSION PLAN - HOURLY EMPLOYEES | SAN DIEGO CA | 193 | $9.4M | $556K |
| 7 | NCP CAPCO DEVELOPMENT CO, INC. ALLIANCE PARTNERS 401(K) PLAN | BIRMINGHAM AL | 175 | $6.4M | $443K |
| 8 | QUANTUMSCAPE BATTERY, INC. QUANTUMSCAPE BATTERY, INC. 401(K) PLAN | SAN JOSE CA | 825 | $39.9M | $387K |
| 9 | STRATEGIES 360, INC. STRATEGIES 360, INC. 401(K) PROFIT SHARING PLAN | SEATTLE WA | 66 | $10.2M | $182K |
| 10 | FAMILY SECURITY CREDIT UNION FAMILY SECURITY CREDIT UNION 401(K) PLAN | DECATUR AL | 178 | $13.5M | $174K |
