Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Intl Small Co Port Instl Mutual fund in their Schedule of Assets, totaling $11.5M 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 | JOY CONE CO. JOY CONE CO. 401(K) PROFIT SHARING PLAN | HOUSTON TX | 1,230 | $142.2M | $8.2M |
| 2 | HO-CHUNK NATION HO-CHUNK NATION 401(K) PLAN & TRUST | BLACK RIVER FALLS WI | 2,392 | $85.6M | $2.3M |
| 3 | UNIVERSITY CHILD DEVELOPMENT SCHOOL UNIVERSITY CHILD DEVELOPMENT SCHOOL 403(B) PLAN |
SEATTLE WA |
| 108 |
| $20.9M |
| $929K |
| 4 | MEDWORKS, INC. MEDWORKS, INC. RETIREMENT SAVINGS PLAN | SHELBYVILLE IN | 354 | $45.2M | $33K |
