Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 16 U.S. retirement plans report holding Dfa International Core Equity Portfolio Institutional Class in their Schedule of Assets, totaling $13.8M 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 | KAPNICK AND COMPANY, INC. DBA KAPNICK INSURANCE GROUP KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST | ADRIAN MI | 222 | $41.2M | $5.1M |
| 2 | WIESER BROTHERS GENERAL CONTRACTOR, INC. WIESER BROTHERS GENERAL CONTRACTOR, INC. 401(K)/PROFIT SHARING PLAN | LA CRESCENT MN | 164 | $35.4M | $4.8M |
| 3 |
PORTSMOUTH NH |
| 2,156 |
| $189.3M |
| $1.6M |
| 4 | DAVID ZWIRNER INC DAVID ZWIRNER INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 234 | $36.2M | $864K |
| 5 | MECA SOLUTIONS, LLC MECA SOLUTIONS, LLC 401K PLAN | GREEN BAY WI | 110 | $8.7M | $653K |
| 6 | ARCATECH SYSTEMS, LLC ARCATECH SYSTEMS PROFIT SHARING AND RETIREMENT PLAN | MEBANE NC | 88 | $4.5M | $288K |
| 7 | FAMILY CENTERS INC. FAMILY CENTERS, INC. 403(B) PLAN | GREENWICH CT | 281 | $13.6M | $155K |
| 8 | PORTEOUS, HAINKEL & JOHNSON, LLP PORTEOUS, HAINKEL & JOHNSON, LLP 401(K) RETIREMENT PLAN AND TRUST | NEW ORLEANS LA | 91 | $24.0M | $112K |
| 9 | HUMANE SOCIETY OF ROCHESTER AND MONROE COUNTY, FOR THE P.C.A., INC. LOLLYPOP FARM, HUMANE SOCIETY OF GREATER ROCHESTER RETIREMENT PLAN | FAIRPORT NY | 153 | $6.6M | $94K |
| 10 | LIFEPATH, INC. LIFEPATH, INC. 401(K) PLAN | GREENFIELD MA | 143 | $7.6M | $55K |
