Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding DFA International Value Mutual fund in their Schedule of Assets, totaling $5.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MANITOU EQUIPMENT AMERICA, LLC MANITOU AMERICAS SAVINGS PLAN | WEST BEND WI | 1,101 | $82.5M | $2.3M |
| 2 | NEWMEYER & DILLION, LLP NEWMEYER & DILLION EMPLOYEE 401(K) SAVINGS PLAN | NEWPORT BEACH CA | 97 | $43.5M | $1.6M |
| 3 | COMMUNITY BLOOD CENTER, INC. COMMUNITY BLOOD CENTER, INC. 403(B) PLAN |
APPLETON WI |
| 211 |
| $14.6M |
| $414K |
| 4 | SUNFLOWER ELECTRIC POWER CORPORATION SUNFLOWER ELECTRIC POWER CORPORATION 401(K) PLAN | HAYS KS | 460 | $51.6M | $323K |
| 5 | WOODCRAFT, LLC WOODCRAFT 401K PLAN | PARKERSBURG WV | 226 | $13.2M | $272K |
| 6 | SKYWATER TECHNOLOGY FOUNDRY, INC. SKYWATER TECHNOLOGY FOUNDRY, INC. 401(K) PLAN | BLOOMINGTON MN | 699 | $53.3M | $208K |
| 7 | ONESOURCE BUSINESS SOLUTIONS, LLC ONESOURCE BUSINESS SOLUTIONS, LLC RETIREMENT SAVINGS PLAN | CUMMING GA | 812 | $48.1M | $112K |
| 8 | LIVEACTION, INC. LIVEACTION 401(K) PLAN | CAMPBELL CA | 82 | $15.7M | $105K |
| 9 | FENTON COMMUNICATIONS, INC. FENTON COMMUNICATIONS, INC. 401(K) PLAN | NEW YORK NY | 96 | $8.2M | $81K |
| 10 | CANDLELIGHT CABINETRY, INC. CANDLELIGHT CABINETRY 401(K) EE SAVINGS PL | LOCKPORT NY | 252 | $8.9M | $14K |
