Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA International Small Company Portfolio Institutional Class Mutual fund in their Schedule of Assets, totaling $37.5M 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 | GILEAD SCIENCES, INC. GILEAD SCIENCES 401(K) PLAN | FOSTER CITY CA | 10,903 | $4.3B | $35.2M |
| 2 | ZOOM VIDEO COMMUNICATIONS, INC. ZOOM VIDEO COMMUNICATIONS, INC. 401K PROFIT SHARING PLAN TRUST | SAN JOSE CA | 3,593 | $379.0M | $990K |
| 3 | FENWICK & WEST LLP FENWICK & WEST LLP PARTNERS' PENSION PLAN II |
MOUNTAIN VIEW CA |
| 150 |
| $59.9M |
| $474K |
| 4 | APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN | PALO ALTO CA | 347 | $35.8M | $312K |
| 5 | CARE N CARE INSURANCE COMPANY OF NORTH CAROLINA, INC. HEALTHTEAM ADVANTAGE 401(K) PLAN | GREENSBORO NC | 135 | $5.8M | $210K |
| 6 | AVIATION SECURITY MANAGEMENT, LLC AVIATION SECURITY MANAGEMENT, LLC 401(K) PLAN | DUMFRIES VA | 254 | $6.5M | $127K |
| 7 | CARL ZEISS VISION INC. CARL ZEISS VISION INC. 401(K) PLAN | HEBRON KY | 783 | $70.0M | $84K |
| 8 | CAMP PROFILES, LLC DBA 829 STUDIOS 829 STUDIOS 401(K) PLAN | BOSTON MA | 256 | $5.0M | $77K |
| 9 | NORTHWEST FIBER LLC ZIPLY FIBER 401(K) PLAN | KIRKLAND WA | 1,757 | $174.1M | $70K |
