Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding Dimensional Fund Advisors DFA International Core Equity Portfolio in their Schedule of Assets, totaling $2.9M 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 | WELLBORN CABINET INC. WELLBORN CABINET, INC. 401(K) PROFIT SHARING PLAN | ASHLAND AL | 1,394 | $31.4M | $1.8M |
| 2 | SOUTHEASTERN RETINA ASSOCIATES, PC SOUTHEASTERN RETINA ASSOCIATES, PC PROFIT SHARING 401K PLAN | KNOXVILLE TN | 241 | $37.3M | $510K |
| 3 | HALLMARK FINANCIAL SERVICES, INC |
DALLAS TX |
| 268 |
| $29.7M |
| $183K |
| 4 | LEGAL AID SERVICES OF OREGON LEGAL AID SERVICES OF OREGON RETIREMENT PROFIT SHARING PLAN | PORTLAND OR | 88 | $15.3M | $175K |
| 5 | JAGOE HOMES, INC. JAGOE HOMES, INC. 401(K) PLAN | OWENSBORO KY | 114 | $6.4M | $148K |
| 6 | ZEPF CENTER ZEPF CENTER RETIREMENT SAVINGS PLAN | TOLEDO OH | 424 | $22.8M | $53K |
| 7 | WESBURY UNITED METHODIST COMMUNITY WESBURY UNITED METHODIST COMMUNITY RETIREMENT SAVINGS PLAN | MEADVILLE PA | 337 | $11.5M | $1K |
