Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 27 U.S. retirement plans report holding International Value Fund* in their Schedule of Assets, totaling $7.8M 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 | MIDWEST PHYSICIAN ADMINISTRATIVE SERVICES, LLC, D/B/A DULY HEALTH AND DULY HEALTH AND CARE 401(K) PLAN | DOWNERS GROVE IL | 6,585 | $1.1B | $4.8M |
| 2 | TRINITY HEALTH CORPORATION TRINITY HEALTH CORPORATION ERISA 403(B) RETIREMENT PLAN (FROZEN) | LIVONIA MI | 668 | $403.3M | $514K |
| 3 | ADENA HEALTH SYSTEM |
CHILLICOTHE OH |
| 4,838 |
| $240.5M |
| $333K |
| 4 | LOYOLA UNIVERSITY OF CHICAGO ATTN BENEFITS DEPARTMENT LOYOLA UNIVERSITY CHICAGO DEFINED CONTRIBUTION RETIREMENT PLAN | CHICAGO IL | 2,890 | $1.2B | $330K |
| 5 | TRINITY HEALTH CORPORATION TRINITY HEALTH 401(K) RETIREMENT SAVINGS PLAN | LIVONIA MI | 10,131 | $779.5M | $323K |
| 6 | UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. UNIVERSITY MEDICAL SERVICE ASSOCIATION, INC. TAX DEFERRED ANNUITY PLAN | TAMPA FL | 0 | $40.9M | $228K |
| 7 | CHRISTOPHER HOUSE CHRISTOPHER HOUSE TAX DEFERRED ANNUITY PLAN | CHICAGO IL | 206 | $6.0M | $195K |
| 8 | TOTAL EDUCATION SOLUTIONS, INC. TOTAL EDUCATION SOLUTIONS, INC. 401(K) PLAN | SOUTH PASADENA CA | 471 | $17.3M | $160K |
| 9 | HOSPICE OF HENDERSON COUNTY, INC. HOSPICE OF HENDERSON COUNTY, INC. RETIREMENT PLAN | FLAT ROCK NC | 446 | $11.8M | $117K |
| 10 | MAYO CLINIC MAYO 403(B) PLAN | ROCHESTER MN | 87,000 | $12.8B | $112K |
