Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding DFA International Small Cap Value I # in their Schedule of Assets, totaling $1.2M 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 | ELLSWORTH COOPERATIVE CREAMERY ELLSWORTH COOPERATIVE CREAMERY RETIREMENT SAVINGS PLAN | ELLSWORTH WI | 242 | $13.9M | $789K |
| 2 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. 401(K) PROFIT SHARING PLAN | LINCOLN RI | 503 | $26.0M | $121K |
| 3 | PAUL HASTINGS LLP |
LOS ANGELES CA |
| 2,507 |
| $1.1B |
| $98K |
| 4 | BARASCH & MCGARRY, PC DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 206 | $19.3M | $73K |
| 5 | NATIONAL RARITIES LLC NATIONAL RARITIES LLC 401(K) PLAN | SAINT LOUIS MO | 196 | $2.7M | $55K |
| 6 | J. ARTHUR TRUDEAU MEMORIAL CENTER 403(B) THRIFT PLAN OF J. ARTHUR TRUDEAU MEMORIAL CENTER | WARWICK RI | 333 | $12.8M | $45K |
| 7 | MID-OHIO FOODBANK MID-OHIO FOODBANK SUPPLEMENTAL RETIREMENT PLAN | GROVE CITY OH | 165 | $13.4M | $26K |
| 8 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. PREVAILING WAGE PLAN | LINCOLN RI | 735 | $6.2M | $13K |
| 9 | JF MARTIN FAMILY CORPORATION JF MARTIN FAMILY CORPORATION 401(K) PLAN | STEVENS PA | 469 | $4.3M | $9K |
| 10 | COURIER PLUS, INC. DBA DUTCHIE 401(K) PLAN | BOSTON MA | 361 | $15.1M | $4K |
