Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA International Value Portfolio Institutional Class Mutual fund in their Schedule of Assets, totaling $7.9M 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 | WEST COAST PAPER COMPANY THE PROFIT SHARING PLAN AND TRUST OF WEST COAST PAPER COMPANY | KENT WA | 473 | $87.6M | $3.1M |
| 2 | FENWICK & WEST LLP FENWICK & WEST LLP PARTNERS' PENSION PLAN II | MOUNTAIN VIEW CA | 150 | $59.9M | $2.4M |
| 3 | APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN |
PALO ALTO CA |
| 347 |
| $35.8M |
| $1.0M |
| 4 | MOUNTAIN WEST 401K LLC MOUNTAIN WEST 401(K) POOLED EMPLOYER PLAN | PASCO WA | 296 | $34.9M | $449K |
| 5 | SK HYNIX AMERICA INC. SK HYNIX AMERICA 401(K) PLAN | SAN JOSE CA | 314 | $83.5M | $366K |
| 6 | CARL ZEISS VISION INC. CARL ZEISS VISION INC. 401(K) PLAN | HEBRON KY | 783 | $70.0M | $320K |
| 7 | INGAGE PARTNERS, INC. INGAGE GROUP 401(K) PLAN | CINCINNATI OH | 103 | $4.5M | $196K |
| 8 | TJL INDUSTRIES INC TJL INDUSTRIES INC 401(K) PROFIT SHARING PLAN & TRUST | PEARLAND TX | 278 | $16.1M | $52K |
| 9 | MERRY HEART PERSONNEL CORP MERRY HEART PERSONNEL CORP 401(K) PROFIT SHARING PLAN & TRUST | SUCCASUNNA NJ | 149 | $8.7M | $1K |
