Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA International Value Portfolio I Mutual fund in their Schedule of Assets, totaling $2.6M 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 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $1.2M |
| 2 | ELECTRONIC CONTRACTING COMPANY ELECTRONIC CONTRACTING COMPANY PROFIT SHARING PLAN AND TRUST | LINCOLN NE | 138 | $14.9M | $582K |
| 3 | MIDWEST BANC HOLDING COMPANY |
NORFOLK NE |
| 189 |
| $37.7M |
| $232K |
| 4 | OREGON EYE CONSULTANTS, LLC OREGON EYE CONSULTANTS, LLC EMPLOYEE SAVINGS PLAN | EUGENE OR | 60 | $8.9M | $143K |
| 5 | WHITEHEAD OIL COMPANY WHITEHEAD OIL COMPANY 401(K) PROFIT SHARING PLAN | LINCOLN NE | 524 | $20.2M | $115K |
| 6 | BANKFIRST BANKFIRST 401K PROFIT SHARING PLAN | NORFOLK NE | 103 | $17.3M | $115K |
| 7 | M-E ENGINEERS, INC M-E ENGINEERS, INC. 401K PROFIT SHARING PLAN AND TRUST | GOLDEN CO | 261 | $56.9M | $101K |
| 8 | DGPERRY, PLLC DGPERRY, PLLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD IN | 129 | $13.1M | $78K |
| 9 | BODINE PERRY, LLC BODINE PERRY, LLC 401(K) PROFIT SHARING PLAN AND TRUST | CANFIELD OH | 195 | $11.5M | $70K |
| 10 | MIDWEST LABORATORIES, INC. MIDWEST LABORATORIES, INC. PROFIT SHARING PLAN AND TRUST | OMAHA NE | 293 | $45.6M | $19K |
