Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding DFA Intl Core Equity Port Ins Registered investment company in their Schedule of Assets, totaling $7.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | FIRST NATIONAL BANK OF AMERICA FIRST NATIONAL BANK OF AMERICA RETIREMENT PLAN | EAST LANSING MI | 489 | $54.2M | $2.7M |
| 2 | TERRAPOWER, LLC TERRAPOWER, LLC 401(K) PLAN | BELLEVUE WA | 648 | $96.7M | $2.3M |
| 3 | HORD COPLAN MACHT, INC. HORD COPLAN MACHT, INC. 401K RETIREMENT PLAN |
BALTIMORE MD |
| 353 |
| $50.8M |
| $847K |
| 4 | PIERCEY MANAGEMENT SERVICES, INC PIERCEY AUTOMOTIVE GROUP 401K PLAN AND TRUST | IRVINE CA | 232 | $7.5M | $521K |
| 5 | THE MORNING CONSULT LLC THE MORNING CONSULT LLC 401K) PROFIT SHARING PLAN | WASHINGTON DC | 341 | $39.0M | $433K |
| 6 | JON K. TAKATA CORPORATION DBA RESTORATION MANAGEMENT COMPANY JON K. TAKATA CORPORATION 401(K) PROFIT SHARING PLAN | LIVERMORE CA | 483 | $28.1M | $203K |
| 7 | TAULIA LLC TAULIA 401(K) PLAN & TRUST | SAN FRANCISCO CA | 261 | $25.5M | $199K |
| 8 | PERFORMANCE SERVICES, INC. PERFORMANCE SERVICES, INC. THRIFT PLAN | INDIANAPOLIS IN | 286 | $52.2M | $180K |
| 9 | PEDIATRIC DENTISTRY AND ORTHODONTICS OF CHATTANOOGA PEDIATRIC DENTISTRY & ORTHODONTICS OF CHATTANOOGA PARTNERSHIP 401(K) PLAN | CHATTANOOGA TN | 135 | $10.9M | $130K |
| 10 | HPM AUTO GROUP HPM AUTO GROUP 401(K) PLAN | IRVINE CA | 265 | $8.3M | $103K |
