Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA World ex US Core Equity Instl Mutual fund in their Schedule of Assets, totaling $1.1M 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 | CHALLENGER COMPANIES, INC. CHALLENGER COMPANIES, INC. 401K PLAN | NAMPA ID | 166 | $9.7M | $591K |
| 2 | DIGESTIVE HEALTH CLINIC, LLC DIGESTIVE HEALTH CLINIC, LLC 401(K) PROFIT SHARING PLAN | BOISE ID | 129 | $13.3M | $357K |
| 3 | CANTO SOFTWARE, INC. CANTO SOFTWARE 401(K) PLAN |
ATLANTA GA |
| 154 |
| $4.8M |
| $139K |
| 4 | TIGERCONNECT, INC. TIGERCONNECT, INC. 401(K) PLAN | SANTA MONICA CA | 178 | $21.7M | $21K |
