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 Portfolio Institutional Class Mutual fund in their Schedule of Assets, totaling $2.0M 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 | SHUMAN PHYSICAL THERAPY ASSOCIATES, PC SHUMAN PHYSICAL THERAPY ASSOC. 401(K) PROFIT SHARING PLAN | ROCHESTER NY | 223 | $15.0M | $845K |
| 2 | INTEGRATED SOLUTIONS FOR SYSTEMS, INC. INTEGRATED SOLUTIONS FOR SYSTEMS RETIREMENT PLAN | HUNTSVILLE AL | 340 | $32.2M | $553K |
| 3 | PERFORMANCE SERVICES, INC. |
INDIANAPOLIS IN |
| 286 |
| $52.2M |
| $180K |
| 4 | ELECTRONIC POWER DESIGN INC ELECTRONIC POWER DESIGN INC 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON TX | 252 | $6.9M | $104K |
| 5 | POWER DRIVES, INC. POWER DRIVES, INC. 401(K) SAVINGS PLAN | BUFFALO NY | 103 | $8.3M | $87K |
| 6 | GASTROINTESTINAL ASSOCIATES, S.C. GASTROINTESTINAL ASSOCIATES, S.C. CASH BALANCE PLAN | WAUSAU WI | 121 | $3.6M | $71K |
| 7 | MOTHER LLC MOTHER LLC 401(K) PROFIT SHARING PLAN & TRUST | VERNON CA | 157 | $6.6M | $56K |
| 8 | LEWIS TREE SERVICE, INC. NORTH COAST HOLDINGS SAVE MONEY AND REDUCE TAXES (SMART) PLAN | WEST HENRIETTA NY | 3,119 | $69.9M | $43K |
| 9 | HEALTH PLUS MANAGEMENT LLC HEALTH PLUS MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | UNIONDALE NY | 306 | $3.3M | $20K |
| 10 | NATIONAL ENERGY CONTROL SERVICES, INC. FUHS EMPLOYEES' 401(K) PLAN | JASPER IN | 345 | $9.1M | $18K |
