Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 41 U.S. retirement plans report holding Dfa International Value I Mutual fund in their Schedule of Assets, totaling $14.9M 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 | REPSOL SERVICES COMPANY REPSOL SERVICES COMPANY 401(K) PLAN | THE WOODLANDS TX | 670 | $240.7M | $4.3M |
| 2 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN | ROCKLAND MA | 190 | $73.9M | $1.5M |
| 3 | WEGNER CPAS, LLP WEGNER CPAS, LLP SALARY SAVINGS PLAN |
MADISON WI |
| 174 |
| $32.2M |
| $1.3M |
| 4 | CAPITAL EDUCATORS FEDERAL CREDIT UNION CAPITAL EDUCATORS FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | MERIDIAN ID | 272 | $36.7M | $1.1M |
| 5 | RAPID7 LLC RAPID7 LLC 401(K) PLAN | BOSTON MA | 1,250 | $158.5M | $1.0M |
| 6 | NEW ENGLAND LIFE FLIGHT, INC. DBA BOSTON MEDFLIGHT NEW ENGLAND LIFE FLIGHT, INC. DBA BOSTON MEDFLIGHT 401(K) PLAN | BEDFORD MA | 189 | $27.9M | $1.0M |
| 7 | LLR MANAGEMENT, LP LLR MANAGEMENT, LP 401(K) RETIREMENT PLAN | PHILADELPHIA PA | 108 | $23.1M | $953K |
| 8 | ALLIANCE EXECUTIVE SEARCH, LLC ALLIANCE EXECUTIVE SEARCH, LLC 401(K) PROFIT SHARING PLAN | VIENNA VA | 159 | $14.5M | $880K |
| 9 | FOUR COUNTY COMPREHENSIVE MENTAL HEALTH CENTER, INC. 4C HEALTH RETIREMENT PLAN | PERU IN | 393 | $9.7M | $727K |
| 10 | TCA ARCHITECTS, INC. TCA ARCHITECTS, INC. 401(K) PLAN | IRVINE CA | 86 | $18.5M | $502K |
