Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Five Year Global Fixed Inc. Port Instl Fund in their Schedule of Assets, totaling $293K 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 | NESTEGGS RETIREMENT PLAN SERVICES, INC. THE PINNACLE ADVISORS POOLED EMPLOYER 401(K) PLAN | JACKSONVILLE FL | 188 | $16.8M | $261K |
| 2 | FIRST COAST CARDIOVASCULAR INSTITUTE FIRST COAST CARDIOVASCULAR INSTITUTE 401(K) PROFIT SHARING PLAN & TRUST | JACKSONVILLE FL | 125 | $5.1M | $32K |
