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 Portfolio Mutual fund - in their Schedule of Assets, totaling $11.0M 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 | GLOSTEN, INC. GLOSTEN, INC. PROFIT SHARING/401(K) PLAN | SEATTLE WA | 122 | $50.7M | $3.5M |
| 2 | INTERTAPE POLYMER CORP. IPC GROUP 401(K) PLAN | SARASOTA FL | 2,011 | $216.2M | $1.6M |
| 3 | MPT OPERATING PARTNERSHIP, L.P. MPT OPERATING PARTNERSHIP, L.P. 401(K) PLAN |
BIRMINGHAM AL |
| 103 |
| $27.4M |
| $1.4M |
| 4 | ORTHOPAEDIC CENTERS OF WISCONSIN, S.C. ORTHOPAEDIC CENTERS OF WISCONSIN, S.C. 401(K) PLAN | WAUSAU WI | 137 | $32.3M | $965K |
| 5 | MORRIS & RITCHIE ASSOCIATES, INC. THE PSMC COMPANIES 401(K) AND PROFIT SHARING PLAN | ABINGDON MD | 848 | $71.1M | $862K |
| 6 | LAKEWOOD HEALTH SYSTEM LAKEWOOD HEALTH SYSTEM 401(K) PLAN | STAPLES MN | 851 | $78.4M | $748K |
| 7 | MOMENTUM PLATFORM, LLC MOMENTUM 401(K) PLAN | DALLAS TX | 1,106 | $98.3M | $567K |
| 8 | ALL WORLD MACHINERY SUPPLY, INC. ALL WORLD MACHINERY SUPPLY, INC. 401(K) PLAN | ROSCOE IL | 125 | $14.0M | $420K |
| 9 | RESSLER MOTOR COMPANY RESSLER MOTOR COMPANY 401(K) PROFIT SHARING PLAN | BOZEMAN MT | 275 | $16.3M | $290K |
| 10 | HEYWARD ALLEN MOTOR COMPANY, INC. HEYWARD ALLEN MOTOR COMPANY, INC. PROFIT SHARING AND SALARY DEFERRAL PLAN | ATHENS GA | 214 | $11.9M | $288K |
