Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding Dfa International Value I Mutual Fund N/A in their Schedule of Assets, totaling $882K 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 | COMMUNITY NATIONAL BANK COMMUNITY NATIONAL BANK 401K PLAN | MIDLAND TX | 234 | $32.0M | $260K |
| 2 | SIX ROBBLEES' INC. SIX ROBBLEES' INC. PROFIT SHARING 401(K) PLAN | TUKWILA WA | 166 | $16.9M | $205K |
| 3 | ORTHALIGN, INC. ORTHALIGN 401(K) PLAN |
IRVINE CA |
| 125 |
| $6.1M |
| $185K |
| 4 | HUMBOLDT SENIOR RESOURCE CENTER INCORPORATED HUMBOLDT SENIOR RESOURCE CENTER 403(B) PLAN | EUREKA CA | 234 | $2.8M | $125K |
| 5 | CAREXM, LLC CAREXM, LLC 401(K) RETIREMENT SAVINGS PLAN | WEST JORDAN UT | 465 | $4.7M | $99K |
| 6 | ADVOCAP, INC. ADVOCAP, INC. RETIREMENT PLAN | FOND DU LAC WI | 158 | $8.0M | $8K |
