Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional Fund Advisors International Core Equity in their Schedule of Assets, totaling $13.3M 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 | WHITLEY PENN, LLP WHITLEY PENN 401(K) PROFIT SHARING PLAN | FORT WORTH TX | 739 | $134.8M | $5.8M |
| 2 | POWDR CORP. POWDR CORP. 401(K) PLAN | PARK CITY UT | 4,903 | $39.4M | $4.0M |
| 3 | CMC GROUP, INC. CMC GROUP, INC. RETIREMENT SAVINGS PLAN |
| 192 |
| $15.5M |
| $1.4M |
| 4 | THE EYE CARE GROUP, P.C. THE EYE CARE GROUP P.C. EMPLOYEES 401(K) PROFIT SHARING PLAN & TRUST AGREEMENT | WATERBURY CT | 103 | $21.0M | $866K |
| 5 | ALTRA FEDERAL CREDIT UNION ALTRA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | ONALASKA WI | 498 | $73.1M | $741K |
| 6 | MONARCH LANDSCAPE HOLDINGS, LLC MONARCH LANDSCAPE COMPANIES 401(K) PLAN | LOS ANGELES CA | 3,359 | $16.2M | $195K |
| 7 | S&P USA VENTILATION SYSTEMS, LLC S&P USA VENTILATION SYSTEMS, LLC 401(K) PLAN | JACKSONVILLE FL | 140 | $4.2M | $185K |
| 8 | HASTY BAKE INC HASTY BAKE 401(K) PLAN | TULSA OK | 117 | $419K | $1K |
