Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Tweedy, Browne International Value Fund - in their Schedule of Assets, totaling $5.6M 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 | WOLFE CLINIC, P.C. WOLFE CLINIC, P.C. 401(K) PROFIT SHARING PLAN | MARSHALLTOWN IA | 567 | $87.2M | $3.6M |
| 2 | FOX VALLEY SURGICAL ASSOCIATES, LTD FOX VALLEY SURGICAL ASSOCIATES LTD 401K PLAN | APPLETON WI | 104 | $25.5M | $748K |
| 3 | GMI HOLDING, INC. GMI HOLDING, INC. 401(K) PLAN |
GREENWOOD SC |
| 757 |
| $27.1M |
| $556K |
| 4 | DIEMOLDING CORPORATION PENSION PLAN FOR EMPLOYEES OF DIEMOLDING CORPORATION | WAMPSVILLE NY | 40 | $7.5M | $459K |
| 5 | CAPE RADIOLOGY GROUP, P.C. CAPE RADIOLOGY GROUP, P.C. CASH BALANCE PENSION PLAN | CAPE GIRARDEAU MO | 105 | $13.1M | $93K |
| 6 | A & M (2015) LLC COSA NOVA HOLDINGS, INC. 401(K) PLAN | NORTH BERGEN NJ | 786 | $11.4M | $57K |
| 7 | FOREST MANOR CARE CENTER INC. DBA GLEN COVE CENTER FOR NURSING AND REH FOREST MANOR/MONTCLAIRE CARE CENTERS 401(K) EMPLOYEE SAVINGS PLAN | GLEN COVE NY | 235 | $12.5M | $39K |
| 8 | YOUTH OPPORTUNITY INVESTMENTS, LLC YOUTH OPPORTUNITY RETIREMENT PLAN | CARMEL IN | 743 | $1.9M | $2K |
