Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA International Value I Mutual Funds in their Schedule of Assets, totaling $3.5M 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 | BERKELEY BOWL PRODUCE INC BERKELEY BOWL PRODUCE INC 401K PROFIT SHARING PLAN | BERKELEY CA | 544 | $37.4M | $1.9M |
| 2 | TRIMETRIX, INC. TRIMETRIX, INC. 401(K) PLAN | ARLINGTON VA | 140 | $11.1M | $492K |
| 3 | OAKHURST INDUSTRIES, INC. DBA AMERICAN BAKERY COMPANY AMERICAN BAKERY COMPANY 401(K) PROFIT SHARING PLAN |
LOS ANGELES CA |
| 414 |
| $12.0M |
| $453K |
| 4 | RED ROCK RETIREMENT HEALTH SERVICES RED ROCK RETIREMENT BENEFITS PLAN | OKLAHOMA CITY OK | 834 | $22.5M | $215K |
| 5 | LAMBDA LEGAL DEFENSE & EDUCATION FUND INC. LAMBDA LEGAL RETIREMENT BENEFIT PLAN | NEW YORK NY | 96 | $12.9M | $190K |
| 6 | BOOTHBY THERAPY SERVICES BOOTHBY THERAPY SERVICES 401(K) PLAN | LACONIA NH | 172 | $7.2M | $143K |
| 7 | PESSIN KATZ LAW, PA PESSIN KATZ LAW, PA 401(K) PLAN | TOWSON MD | 98 | $21.2M | $60K |
| 8 | MAJORS PLASTICS, INC. MAJORS PLASTICS, INC. 401(K) PLAN | OMAHA NE | 319 | $8.1M | $53K |
| 9 | SOCIETY HILL ANESTHESIA, P.C. SOCIETY HILL ANESTHESIA CONSULTANTS, P.C. 401(K) PLAN | PHILADELPHIA PA | 173 | $102.7M | $15K |
| 10 | FURROW AUCTION COMPANY FURROW GROUP 401(K) PLAN | KNOXVILLE TN | 238 | $12.7M | $2K |
