Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Five-Year Global Fixed-Income I # in their Schedule of Assets, totaling $2.4M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | ELLSWORTH COOPERATIVE CREAMERY ELLSWORTH COOPERATIVE CREAMERY RETIREMENT SAVINGS PLAN | ELLSWORTH WI | 242 | $13.9M | $738K |
| 2 | BARASCH & MCGARRY, PC DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 206 | $19.3M | $571K |
| 3 | GEM PLUMBING AND HEATING CO., INC. |
LINCOLN RI |
| 503 |
| $26.0M |
| $504K |
| 4 | FREEMAN MATHIS & GARY, LLP FREEMAN MATHIS & GARY, LLP PARTNER/STAFF RETIREMENT SAVINGS PLAN | ATLANTA GA | 399 | $40.0M | $311K |
| 5 | J. ARTHUR TRUDEAU MEMORIAL CENTER 403(B) THRIFT PLAN OF J. ARTHUR TRUDEAU MEMORIAL CENTER | WARWICK RI | 333 | $12.8M | $201K |
| 6 | GEM PLUMBING AND HEATING CO., INC. GEM PLUMBING AND HEATING CO., INC. PREVAILING WAGE PLAN | LINCOLN RI | 735 | $6.2M | $57K |
| 7 | FREEMAN MATHIS & GARY, LLP FREEMAN MATHIS & GARY, LLP ATTORNEY RETIREMENT SAVINGS PLAN | ATLANTA GA | 343 | $25.3M | $32K |
| 8 | REPCO-LITE PAINTS, INC. REPCO-LITE PAINTS, INC. PROFIT SHARING 401(K) PLAN | HOLLAND MI | 106 | $3.1M | $20K |
