Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA World Ex Us Value Institutional 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.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ROOSEVELT UNIVERSITY ROOSEVELT UNIVERSITY 401(A) UNIVERSITY RETIREMENT PLAN FOR FACULTY AND ADMINISTRATORS | CHICAGO IL | 392 | $84.0M | $718K |
| 2 | ROOSEVELT UNIVERSITY ROOSEVELT UNIVERSITY 403(B) RETIREMENT PLAN | CHICAGO IL | 523 | $121.5M | $702K |
