Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Five-Year Global Fixed-Income I Mutual Fund in their Schedule of Assets, totaling $4.3M 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 | HEALTHCARE SOUTH P.C. HEALTHCARE SOUTH RETIREMENT PLAN | ROCKLAND MA | 190 | $73.9M | $3.2M |
| 2 | KOKATAT, INC. KOKATAT, INC. 401(K) PLAN | ARCATA CA | 104 | $4.5M | $604K |
| 3 | TCA ARCHITECTS, INC. TCA ARCHITECTS, INC. 401(K) PLAN | IRVINE |
| 86 |
| $18.5M |
| $451K |
| 4 | NEBRASKA ORGAN RECOVERY SYSTEM D/B/A LIVE ON NEBRASKA LIVE ON NEBRASKA 401(K) PLAN | OMAHA NE | 105 | $7.9M | $31K |
