Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding American United Life Insurance Company DFA Global Equity in their Schedule of Assets, totaling $84K 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 | JONES CONTRACTORS INC. JONES CONTRACTORS INC. 401K PLAN | HENDERSON TN | 345 | $7.3M | $72K |
| 2 | THE MONTPELIER FOUNDATION THE MONTPELIER FOUNDATION TDA PLAN | MONTPELIER STATION VA | 109 | $5.8M | $11K |
