Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA INTL Value Port INSTL in their Schedule of Assets, totaling $805K 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 | KELLY BOX AND PACKAGING CORP. KELLY BOX AND PACKAGING CORP. 401(K) SAVINGS PLAN | FORT WAYNE IN | 133 | $8.4M | $658K |
| 2 | MIDWEST HOLDING GROUP, INC. MILLIS TRANSFER 401(K) SAVINGS PLAN | BLACK RIVER FALLS WI | 638 | $25.0M | $147K |