Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA DFA GLOBAL EQTY I MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $1.6M 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 | QUEST MEDIA AND SUPPLIES INC. QUEST MEDIA AND SUPPLIES 401K RETIREMENT SAVINGS PLAN | ROSEVILLE CA | 202 | $30.0M | $648K |
| 2 | CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES CHADRON COMMUNITY HOSPITAL AND HEALTH SERVICES TAX DEFERRED ANNUITY PLAN | CHADRON NE | 262 | $9.1M | $483K |
| 3 | STEVES & SONS INC. |
SAN ANTONIO TX |
| 1,734 |
| $14.0M |
| $189K |
| 4 | NATIONAL VAN LINES INC. NATIONAL VAN LINES INC. 401K PLAN | BROADVIEW IL | 169 | $16.1M | $155K |
| 5 | DAYTON-GRANGER INC. DAYTON-GRANGER INC. 401K PLAN | FT. LAUDERDALE FL | 145 | $11.2M | $51K |
| 6 | BURRELL INC. BURRELL BEHAVIORAL HEALTH TAX DEFERRED ANNUITY PLAN | SPRINGFIELD MO | 1,970 | $47.5M | $27K |
| 7 | THE MONTPELIER FOUNDATION THE MONTPELIER FOUNDATION TDA PLAN | MONTPELIER STATION VA | 109 | $5.8M | $11K |
| 8 | HOUSE OF DESIGN LLC HOUSE OF DESIGN LLC 401(K) PROFIT SHARING PLAN | NAMPA ID | 0 | $3.0M | $9K |
