Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional DFA Intl Val I in their Schedule of Assets, totaling $4.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EPSTEIN BECKER & GREEN, P.C. EPSTEIN BECKER & GREEN, P.C. 401(K) RETIREMENT SAVINGS PLAN | NEW YORK NY | 463 | $167.7M | $2.3M |
| 2 | MATERIAL SCIENCES CORPORATION MATERIAL SCIENCES CORPORATION SAVINGS AND INVESTMENT PLAN | ELK GROVE VILLAGE IL | 249 | $55.1M | $793K |
| 3 | FULTON COUNTY HEALTH CENTER |
WAUSEON OH |
| 538 |
| $38.3M |
| $685K |
| 4 | FULTON COUNTY HEALTH CENTER FULTON COUNTY HEALTH CENTER TAX DEFERRED ANNUITY PLAN | WAUSEON OH | 906 | $33.6M | $619K |
| 5 | EPSTEIN BECKER & GREEN, P.C. EPSTEIN BECKER & GREEN, P.C. ASSOCIATES' SAVINGS PLAN | NEW YORK NY | 136 | $46.2M | $313K |
| 6 | T-REX SOLUTIONS, LLC T-REX SOLUTIONS, LLC 401 (K) & PROFIT SHARING PLAN | BETHESDA MD | 254 | $29.5M | $62K |
| 7 | EVENING POST GROUP, LLC EVENING POST GROUP, LLC EMPLOYEE RETIREMENT PLAN | CHARLESTON SC | 168 | $8.3M | $30K |
