Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA DFA Two-Year Global Fixed-Income I in their Schedule of Assets, totaling $278K 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 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $150K |
| 2 | PCS RETIREMENT, LLC FIDUCIARY SERVICES GROUP 401(K) PLAN | WILMINGTON DE | 429 | $30.3M | $113K |
| 3 | PROCOPIO, CORY, HARGREAVES & SAVITCH LLP PROCOPIO CORY HARGREAVES & SAVITCH LLP 401(K) PROFIT SHARING PLAN |
SAN DIEGO CA |
| 371 |
| $182.6M |
| $15K |
