Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA International Core Equity Portfolio Institutional Class Mutual Fund N/A in their Schedule of Assets, totaling $5.9M 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 | VALLEY CABINET, INC. VALLEY CABINET, INC. EMPLOYEES' PROFIT SHARING AND RETIREMENT SAVINGS PLAN | DE PERE WI | 178 | $40.8M | $1.9M |
| 2 | GASTROINTESTINAL ASSOCIATES, S.C. GASTROINTESTINAL ASSOCIATES, S.C. 401(K) PROFIT SHARING PLAN | WAUSAU WI | 120 | $28.2M | $1.1M |
| 3 | DELTA DEFENSE, LLC |
WEST BEND WI |
| 626 |
| $28.6M |
| $894K |
| 4 | MEYER MANUFACTURING CORPORATION MEYER MANUFACTURING CORPORATION 401(K) PROFIT SHARING PLAN & TRUST | DORCHESTER WI | 140 | $21.8M | $829K |
| 5 | ENGLEWOOD MARKETING GROUP, INC. ENGLEWOOD MARKETING GROUP 401(K) PLAN | GREEN BAY WI | 185 | $12.5M | $606K |
| 6 | CHERRY OPTICAL, INC. CHERRY OPTICAL INC 401(K) PROFIT SHARING PLAN & TRUST | GREEN BAY WI | 253 | $15.8M | $551K |
| 7 | ALTURAS, LLC ALTURAS, LLC RETIREMENT TRUST | EAGLE ID | 250 | $8.0M | $3K |
