Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Large Cap International Portfolio Institutional Class Mutual fund in their Schedule of Assets, totaling $1.4M 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 | WILSON & MUIR BANCORP, INC. WILSON & MUIR BANCORP, INC. 401(K) & PROFIT SHARING PLAN | BARDSTOWN KY | 144 | $23.1M | $861K |
| 2 | SATICOY LEMON ASSOCIATION SATICOY LEMON ASSOCIATION 401(K) / PROFIT SHARING PLAN | SANTA PAULA CA | 232 | $20.0M | $386K |
| 3 | CONTEXTLOGIC INC. |
SAN FRANCISCO CA |
| 204 |
| $26.5M |
| $122K |
| 4 | EVERLY HEALTH, INC. EVERLY HEALTH 401(K) PLAN | AUSTIN TX | 253 | $18.1M | $55K |
