Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA International Value Port Pooled separate account in their Schedule of Assets, totaling $5.5M 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 | SACRAMENTO BASKETBALL HOLDINGS SACRAMENTO BASKETBALL HOLDINGS RETIREMENT PLAN | SACRAMENTO CA | 609 | $44.3M | $3.3M |
| 2 | SOUTHEAST FINANCIAL CREDIT UNION SOUTHEAST FINANCIAL CREDIT UNION 401(K) PLAN AND TRUST | FRANKLIN TN | 123 | $16.0M | $2.2M |
| 3 | MICHAUD, COOLEY, ERICKSON & ASSOCIATES, LLC |
MINNEAPOLIS MN |
| 123 |
| $30.6M |
| $8K |
| 4 | BAR BAKERS, LLC BAR BAKERS 401(K) PLAN | LOS ALAMITOS CA | 459 | $4.6M | $3K |
