Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Five Year Global Fixed Income Port I DFA 0 in their Schedule of Assets, totaling $955K 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 | SEMLER SCIENTIFIC, INC. SEMLER SCIENTIFIC, INC. RETIREMENT TRUST | SANTA CLARA CA | 79 | $7.1M | $366K |
| 2 | CRW ENGINEERING GROUP, INC. CRW ENGINEERING GROUP RETIREMENT TRUST | ANCHORAGE AK | 84 | $24.4M | $286K |
| 3 | DYNAMIC DIES, INC. THE DYNAMIC EMPLOYEE SAVINGS AND PROFIT SHARING PLAN AND TRUST |
HOLLAND OH |
| 150 |
| $18.3M |
| $221K |
| 4 | COLUMBIA PACIFIC ADVISORS, LLC THE COLUMBIA PACIFIC 401(K) PLAN | SEATTLE WA | 66 | $14.2M | $42K |
| 5 | ANKENY GLASS THE KITCHEN & BATH COMPANY 401(K) PLAN | ANKENY IA | 115 | $1.3M | $12K |
| 6 | INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC INTERMOUNTAIN CENTERS 401(K) PLAN | TUCSON AZ | 843 | $18.3M | $9K |
| 7 | LOUWS TRUSS, INC. LOUWS TRUSS, INC 401(K) | FERNDALE WA | 112 | $3.1M | $9K |
| 8 | TRIBLE'S, INC TRIBLE'S INC PROFIT SHARING PLAN | EDGEWATER MD | 273 | $7.8M | $7K |
| 9 | CHANDLER EXHIBITS, INC. CHANDLER EXHIBITS, INC. 401(K) RETIREMENT PLAN | AFTON MN | 99 | $10.3M | $3K |
