Form 5500 Search

DFA Global Equity Fund

Pooled Separate AccountBased on U.S. Department of Labor Form 5500 Schedule D filings (plan years 2022–2024), 56 retirement plans report an interest in this investment, totaling $6.4M in reported end-of-year interest. Plans are ranked by reported interest.

Plans holding
56
Reported interest (EOY)
$6.4M
Data source
DOL Form 5500 · Schedule D

Reported on Schedule D under 2 name variants: DFA Global Equity Fund, DFA Global Equity. Counts combine all variants of the same investment.

Plans holding DFA Global Equity Fundranked by reported interest

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#Sponsor / PlanLocationParticipantsPlan assets (EOY)Reported interest
1AMERICAN ACADEMY HOLDING, LLC
AMERICAN ACADEMY HOLDINGS LLC. 401(K) PLAN
SALT LAKE CITY
UT
263$19.9M$2.8M
2FIRSTPERRYTON BANCORP, INC.
FIRSTBANK SOUTHWEST 401K & PROFIT SHARING PLAN
PERRYTON
TX
236$34.7M$407K
3TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC.
TRI-COUNTY COUNCIL FOR CHILD DEVELOPMENT, INC. EMPLOYEES' RETIREMENT PLAN
PAW PAW
MI
190$6.5M$397K
4PAPER TRANSPORT HOLDINGS, LLC
PAPER TRANSPORT 401(K) PLAN
DE PERE
WI
791$20.3M$315K
5KY PPEC, INC. DBA THE KIDZ CLUB
THE KIDZ CLUB 401(K) PLAN
LOUISVILLE
KY
279$7.0M$273K
6KALAMAZOO COUNTY SHERIFF'S DEPUTIES ASSOCIATION
KALAMAZOO COUNTY SHERIFF'S DEPUTIES ASSOCIATION MONEY PURCHASE PENSION PLAN
KALAMAZOO
MI
203$50.7M$268K
7DS CONTAINERS, INC.
DS CONTAINERS, INC. 401(K) PROFIT SHARING PLAN
BATAVIA
IL
365$27.4M$237K
8IMS CONSULTING & EXPERT SERVICES, LLC
IMS CONSULTING & EXPERT SERVICES, LLC 401(K) PROFIT SHARING PLAN
PENSACOLA
FL
345$25.7M$123K
9IC EMPLOYEE LEASING LLC
IC EMPLOYEE LEASING LLC 401(K) PLAN
INWOOD
NY
216$7.5M$119K
10SLIDEMATIC PRECISION COMPONENTS, INC.
SLIDEMATIC PRECISION COMPONENTS, INC. 401(K) PLAN
ROCKFORD
IL
272$21.4M$106K
See all 56 plans holding DFA Global Equity Fund
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