Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding DFA International Value Portfolio I DFA 0 in their Schedule of Assets, totaling $5.9M 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 | CONNECTICUT DISTRIBUTORS, INC. CONNECTICUT DISTRIBUTORS, INC. 401(K) PROFIT SHARING PLAN | STRATFORD CT | 291 | $43.0M | $1.0M |
| 2 | EASTERN NEPHROLOGY ASSOCIATES PLLC EASTERN NEPHROLOGY ASSOCIATES, PLLC 401(K) & PROFIT SHARING PLAN | GREENVILLE NC | 205 | $38.0M | $881K |
| 3 | GOODWILL IND. OF NW NC, INC. |
WINSTON SALEM NC |
| 1,129 |
| $23.0M |
| $781K |
| 4 | FRIENDFINDER NETWORKS INC. FRIENDFINDER NETWORKS INC. EMPLOYEES RETIREMENT PLAN AND TRUST | DELRAY BEACH FL | 105 | $43.6M | $698K |
| 5 | EVERGREEN ENTERPRISES OF VIRGINIA, LLC EVERGREEN ENTERPRISES, LLC 401(K) PROFIT SHARING PLAN | RICHMOND VA | 339 | $38.1M | $436K |
| 6 | EDA ROOFING, INC. EDA ROOFING, INC. 401(K) PROFIT SHARING PLAN | BENSALEM PA | 143 | $12.4M | $402K |
| 7 | ROOM TO READ ROOM TO READ 401K PSP & TRUST | SAN FRANCISCO CA | 73 | $15.9M | $291K |
| 8 | LOGICSOURCE, INC. LOGICSOURCE INC 401(K) PSP & TRUST | WESTPORT CT | 332 | $27.0M | $212K |
| 9 | KW PROPERTY MANAGEMENT LLC KW PROPERTY MANAGEM LLC 401(K) PROFIT SHARING PLAN & TRU | MIAMI FL | 1,922 | $25.3M | $189K |
| 10 | SEMLER SCIENTIFIC, INC. SEMLER SCIENTIFIC, INC. RETIREMENT TRUST | SANTA CLARA CA | 79 | $7.1M | $167K |
