Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA International Value fund Registered investment company 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.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FREMONT BANCORPORATION FREMONT BANK EMPLOYEE STOCK OWNERSHIP AND 401(K) PLAN | FREMONT CA | 735 | $214.6M | $804K |
| 2 | NATIONAL KIDNEY PARTNERS, LLP NATIONAL KIDNEY PARTNERS 401(K) PLAN | HUDSON FL | 137 | $24.4M | $197K |
| 3 | PHX HOLDINGS LLC PHX HOLDINGS RETIREMENT PLAN |
ATLANTA GA |
| 267 |
| $10.8M |
| $84K |
| 4 | HOLLAND PARTNER GROUP OPERATIONS, LLC HOLLAND PARTNER GROUP OPERATIONS, LLC 401(K) PLAN | VANCOUVER WA | 778 | $62.0M | $69K |
