Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 28 U.S. retirement plans report holding DFA INTL VALUE PORT INST in their Schedule of Assets, totaling $2.9M 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 | CHAMBERS & CHAMBERS, INC. CHAMBERS & CHAMBERS, INC. PROFIT SHARING 401(K) PLAN | NAPA CA | 95 | $16.9M | $874K |
| 2 | FAREVA RICHMOND, INC FAREVA US SAVINGS PLAN 001 | HENRICO VA | 528 | $35.7M | $340K |
| 3 | DREAM FINDERS HOMES, LLC DREAM FINDERS HOMES 401(K) PLAN |
JACKSONVILLE FL |
| 1,573 |
| $98.2M |
| $314K |
| 4 | SEBIA, INC. SEBIA, INC 401(K) PLAN | NORCROSS GA | 193 | $28.6M | $287K |
| 5 | TEXAS REGIONAL BANK TEXAS REGIONAL BANK 401(K) PLAN | HARLINGEN TX | 515 | $24.9M | $224K |
| 6 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $176K |
| 7 | PROSPER MARKETPLACE, INC. PROSPER MARKETPLACE, INC. 401(K) PLAN | SAN FRANCISCO CA | 410 | $61.2M | $143K |
| 8 | FOOTAGE FIRM, INC. FOOTAGE FIRM, INC. DBA STORYBLOCKS RETIREMENT TRUST | ARLINGTON VA | 111 | $12.6M | $75K |
| 9 | SILOTECH GROUP, INC. SILOTECH GROUP INC 401K PLAN | SAN ANTONIO TX | 159 | $4.7M | $62K |
| 10 | HALVOR LINES, INC. HALVOR LINES, INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN | SUPERIOR WI | 670 | $20.9M | $61K |
