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 PORT I Registered Investment Company in their Schedule of Assets, totaling $532K 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 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $379K |
| 2 | JOHNSTONE SUPPLY, LLC. JOHNSTONE SUPPLY, LLC. EMPLOYEE RETIREMENT PLAN | PORTLAND OR | 999 | $83.4M | $154K |
