Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding Dimensional Fund Advisors DFA International Core Equity Portfolio Institutional Class in their Schedule of Assets, totaling $1.9M 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 | 4M RESEARCH, INC. 4M RESEARCH, INC. 401(K) PLAN | HUNTSVILLE AL | 77 | $15.9M | $1.6M |
| 2 | POWER-FLO TECHNOLOGIES, INC. UNITED ELECTRIC POWER 401(K) PLAN | GARDEN CITY PARK NY | 254 | $19.3M | $165K |
| 3 | GEORGIA PAIN AND WELLNESS CENTER, LLC GEORGIA PAIN AND WELLNESS CENTER 401(K) PLAN |
LAWRENCEVILLE GA |
| 406 |
| $5.1M |
| $49K |
| 4 | CALLIDITAS NA ENTERPRISES INC CALLIDITAS NA ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 151 | $8.0M | $22K |