Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors International Value Portfolio Fund in their Schedule of Assets, totaling $5.4M 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 | EVERUS CONSTRUCTION GROUP, INC. EVERUS 401(K) PLAN | BISMARCK ND | 1,603 | $194.5M | $4.2M |
| 2 | MARIGOLD GROUP, INC. MARIGOLD 401(K) PLAN | NASHVILLE TN | 475 | $76.7M | $819K |
| 3 | EMMA, INC. MARIGOLD 401(K) PLAN | NASHVILLE TN |
| 345 |
| $31.3M |
| $350K |
