Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Intl Value I Mutual Fund in their Schedule of Assets, totaling $4.9M 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 | PATHWAY CAPITAL MANAGEMENT, LP PATHWAY CAPITAL MANAGEMENT SALARY SAVINGS PLAN | IRVINE CA | 239 | $66.8M | $1.6M |
| 2 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,891 | $188.3M | $1.2M |
| 3 | PEDIATRIC SUBSPECIALTY FACULTY, INC. |
ORANGE CA |
| 325 |
| $200.6M |
| $967K |
| 4 | THE H. T. HACKNEY COMPANY THE H.T. HACKNEY CO. EMPLOYEES PROFIT SHARING RETIREMENT PLAN AND TRUST | KNOXVILLE TN | 4,846 | $125.3M | $496K |
| 5 | UNIVERSAL TECHNICAL INSTITUTE, INC. UNIVERSAL TECHNICAL INSTITUTE, INC. 401(K) PLAN | PHOENIX AZ | 3,502 | $159.0M | $412K |
| 6 | IMPERATIVE CARE, INC. IMPERATIVE CARE, INC. 401(K) PLAN | CAMPBELL CA | 465 | $33.1M | $100K |
| 7 | NATIONAL CAPITOL CONTRACTING, LLC NATIONAL CAPITOL CONTRACTING, LLC 401(K) PLAN | MC LEAN VA | 171 | $7.3M | $80K |
| 8 | TEKSTREAM SOLUTIONS, LLC TEKSTREAM 401(K) PLAN | ATLANTA GA | 152 | $12.6M | $4K |
