Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Intl Core Eqty Port Instl - 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.
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 | WELLONS GROUP, INC. WELLONS GROUP, INC. PROFIT SHARING PLAN AND TRUST | VANCOUVER WA | 164 | $45.5M | $1.4M |
| 2 | MESA VINEYARD MANAGEMENT, INC. MESA VINEYARD 401(K) RETIREMENT PLAN | TEMPLETON CA | 445 | $18.5M | $451K |
| 3 | ADELANTE DEVELOPMENT CENTER, INC. ADELANTE DEVELOPMENT CENTER, INC. 403(B) PLAN |
ALBUQUERQUE NM |
| 497 |
| $9.2M |
| $13K |
