DFA Group Trust (EIN 23-6819730) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 4 filings report $1.8B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| DFA Group Trust the Small Cap Subtrust | 001 | 0 | $895.5M |
| DFA Group Trust the Small Cap Value Subtrust | 005 | 0 | $657.7M |
| DFA Group Trust the Micro Cap Subtrust | 004 | 0 | $158.0M |
| DFA Group Trust the Large Cap Value Subtrust | 006 | 0 | $64.2M |
23-6819730 is the Employer Identification Number (EIN) DFA Group Trust reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Texas EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
