Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dfa International Small Cap Value Portfolio * Institutional Class Mutual Fund in their Schedule of Assets, totaling $2.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FENWICK & WEST LLP FENWICK & WEST LLP PARTNERS' PENSION PLAN II | MOUNTAIN VIEW CA | 150 | $59.9M | $965K |
| 2 | APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN | PALO ALTO CA | 347 | $35.8M | $581K |
| 3 | BERLINER COHEN, LLP BERLINER COHEN RETIREMENT PLAN |
SAN JOSE CA |
| 107 |
| $54.1M |
| $426K |
| 4 | METRIXLAB US INC METRIXLAB US INC 401(K) PROFIT SHARING PLAN & TRUST | NORWALK CT | 289 | $24.1M | $158K |
