Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA International Value I Fund Mutual fund in their Schedule of Assets, totaling $773K 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 | CCB COMMUNITY BANK CCB COMMUNITY BANK 401(K) PROFIT SHARING PLAN | ANDALUSIA AL | 100 | $12.1M | $624K |
| 2 | SABINAL ADMINISTRATIVE SERVICES, LLC SABINAL ADMINISTRATIVE SERVICES, LLC 401(K) PLAN | THE WOODLANDS TX | 143 | $15.0M | $67K |
| 3 | GWBD OPERATIONS, INC. GWBD 401(K) RETIREMENT PLAN |
GRANDVIEW MO |
| 150 |
| $10.8M |
| $42K |
| 4 | MACEDON CONSULTING, INC. MACEDON CONSULTING, INC. 401(K) P/S PLAN | RESTON VA | 63 | $12.1M | $21K |
| 5 | THINK SMALL THINK SMALL 401(K) PLAN | ST. PAUL MN | 100 | $5.5M | $10K |
| 6 | HOMETEAM TECHNOLOGIES, INC. HOMETEAM TECHNOLOGIES 401(K) PLAN | NEW YORK NY | 131 | $3.8M | $4K |
| 7 | HOMETEAM TECHNOLOGIES, INC. HOMETEAM TECHNOLOGIES 401(K) PLAN | NEW YORK NY | 131 | $3.8M | $4K |
| 8 | SYNERGY ORTHOPEDIC SPECIALISTS, INC. SYNERGY ORTHOPEDIC SPECIALISTS, INC. 401(K) PLAN | SAN DIEGO CA | 170 | $6.2M | $2K |