Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dimensional Fund Advisors DFA International Value Portfolio in their Schedule of Assets, totaling $2.7M 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 | EMERGENCY PHYSICIANS OF TIDEWATER, P.L.C. EMERGENCY PHYSICIANS OF TIDEWATER, PLC 401(K) & PROFIT SHARING PLAN | NORFOLK VA | 228 | $140.7M | $1.2M |
| 2 | SOMFY SYSTEMS, INC. SOMFY SYSTEMS, INC. EMPLOYEES PROFIT SHARING PLAN | DAYTON NJ | 146 | $40.9M | $458K |
| 3 | TOWER RESEARCH CAPITAL, LLC |
NEW YORK NY |
| 468 |
| $167.4M |
| $419K |
| 4 | BEAVERTON TOYOTA, INC. HUMBERSTON AUTO GROUP 401(K) PROFIT SHARING PLAN | BEAVERTON OR | 170 | $15.5M | $149K |
| 5 | PHILLIPS MANUFACTURING CO. PHILLIPS MANUFACTURING COMPANY 401(K) PLAN | OMAHA NE | 291 | $15.2M | $123K |
| 6 | THE SOLOMON-PAGE GROUP, LLC THE SOLOMON-PAGE GROUP, LLC 401(K) SAVINGS PLAN | NEW YORK NY | 648 | $45.6M | $121K |
| 7 | UNIVERSITY OF COLORADO HEALTH UCHEALTH 403(B) PLAN | AURORA CO | 9,224 | $208.9M | $104K |
| 8 | AVOX SYSTEMS, INC. AVOX SYSTEMS RETIREMENT SAVINGS PLAN | LANCASTER NY | 153 | $4.9M | $61K |
| 9 | C. S. DAVIDSON, INC. C. S. DAVIDSON, INC. EMPLOYEE STOCK OWNERSHIP PLAN | YORK PA | 69 | $9.0M | $59K |
| 10 | NORLAND INTERNATIONAL, INC NORLAND INTERNATIONAL, INC 401K PLAN | LINCOLN NE | 75 | $5.0M | $8K |
