Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA International Core Equity I Registered investment company in their Schedule of Assets, totaling $4.7M 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 | NOMURA RESEARCH INSTITUTE HOLDINGS AMERICA, INC. NRI GROUP 401(K) PLAN | NEW YORK NY | 104 | $41.8M | $1.6M |
| 2 | OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC OLYMPIA ORTHOPAEDIC ASSOCIATES, PLLC 401(K) PLAN | OLYMPIA WA | 376 | $52.8M | $822K |
| 3 | SANDIA AREA FEDERAL CREDIT UNION |
ALBUQUERQUE NM |
| 144 |
| $15.9M |
| $748K |
| 4 | MILAN LASER HOLDINGS LLC MILAN HOLDINGS RETIREMENT PLAN | ELKHORN NE | 1,810 | $26.7M | $721K |
| 5 | NUSENDA FEDERAL CREDIT UNION NUSENDA FEDERAL CREDIT UNION 401(K) PLAN | ALBUQUERQUE NM | 862 | $36.6M | $464K |
| 6 | COPELAND, STAIR, VALZ & LOVELL, LLP COPELAND, STAIR, VALZ & LOVELL, LLP 401(K) PLAN | ATLANTA GA | 78 | $19.7M | $387K |
| 7 | AXIS PORTABLE AIR LLC AXIS PORTABLE AIR 401(K) PLAN | CHANDLER AZ | 295 | $3.3M | $16K |
| 8 | SAINT AGNES MEDICAL PROVIDERS SAINT AGNES MEDICAL PROVIDERS 401(K) PLAN | FRESNO CA | 94 | $20.5M | $14K |
| 9 | PLATE IQ PLATE IQ 401(K) PLAN | OAKLAND CA | 117 | $4.9M | $2K |
| 10 | QUILT LLC QUILT SOFTWARE 401(K) PLAN | NEW YORK NY | 310 | $4.6M | $2K |
