Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Wld exUS Value Port Ins Registered Investment Company in their Schedule of Assets, totaling $20K 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 | H.A. BERKHEIMER, INC. H. A. BERKHEIMER, INC. RETIREMENT PLAN | PEN ARGYL PA | 470 | $29.0M | $20K |
