Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding American United Life Insurance Company DFA Global Eqty I in their Schedule of Assets, totaling $719K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | NAVIEN, INC. NAVIEN 401(K) PLAN | IRVINE CA | 179 | $14.1M | $335K |
| 2 | TRINIDAD AREA HEALTH ASSOCIATION MT. SAN RAFAEL HOSPITAL RETIREMENT PLAN | TRINIDAD CO | 223 | $9.2M | $285K |
| 3 | TRINIDAD AREA HEALTH ASSOCIATION MT. SAN RAFAEL HOSPITAL MATCHING RETIREMENT PLAN |
TRINIDAD CO |
| 223 |
| $3.0M |
| $99K |
