Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dfa International Value Iii Mutual Fund in their Schedule of Assets, totaling $12.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MERCER ADVISORS, INC. MERCER ADVISORS INC. 401(K) PLAN | DENVER CO | 1,182 | $145.3M | $7.1M |
| 2 | ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD. ROCKFORD GASTROENTEROLOGY ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN | ROCKFORD IL | 106 | $26.6M | $1.6M |
| 3 | TALLAHASSEE PRIMARY CARE ASSOCIATES, PA |
TALLAHASSEE FL |
| 131 |
| $23.5M |
| $962K |
| 4 | COMPUTER WORLD SERVICES CORP. COMPUTER WORLD SERVICES CORP. 401(K) PLAN | FALLS CHURCH VA | 346 | $22.0M | $904K |
| 5 | SUSMAN, TISDALE, GAYLE ARCHITECTS, DBA STG DESIGN, INC. STG DESIGN PROFIT SHARING 401(K) PLAN | AUSTIN TX | 80 | $14.1M | $758K |
| 6 | FIRSTFRUITS HOLDCO, LLC FIRSTFRUITS HOLDCO 401(K) PLAN | PRESCOTT WA | 1,529 | $10.8M | $574K |
| 7 | GRAVIS LAW, PLLC GRAVIS LAW, PLLC 401(K) PLAN | RICHLAND WA | 184 | $4.2M | $212K |
| 8 | TRI-CITIES CHAPLAINCY TRI-CITIES CHAPLAINCY 401(K) PLAN | RICHLAND WA | 97 | $4.1M | $154K |
