Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA International Value Portfolio Fund Mutual fund in their Schedule of Assets, totaling $384K 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 | TAPESTRY SOLUTIONS, INC TAPESTRY SOLUTIONS, INC. RETIREMENT PLAN | SAN DIEGO CA | 456 | $98.0M | $304K |
| 2 | HELIX, INC. DBA HELIX GENOMICS HELIX 401 (K) PLAN | SAN MATEO CA | 217 | $23.0M | $50K |
| 3 | HELIX EMPLOYMENT, LLC HELIX 401 (K) PLAN |
| 270 |
| $13.6M |
| $30K |
