Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA DFA Global Allocation 25/75 Portfolio Institutional Class - in their Schedule of Assets, totaling $4.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | J. LEE MILLIGAN, INC. J. LEE MILLIGAN, INC. 401(K) PLAN | AMARILLO TX | 368 | $10.8M | $4.8M |
| 2 | SHINHAN BANK AMERICA SHINHAN BANK AMERICA 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 217 | $22.7M | $108K |
