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 Port I DFA 0 in their Schedule of Assets, totaling $588K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CRW ENGINEERING GROUP, INC. CRW ENGINEERING GROUP RETIREMENT TRUST | ANCHORAGE AK | 84 | $24.4M | $286K |
| 2 | DYNAMIC DIES, INC. THE DYNAMIC EMPLOYEE SAVINGS AND PROFIT SHARING PLAN AND TRUST | HOLLAND OH | 150 | $18.3M | $221K |
| 3 | COLUMBIA PACIFIC ADVISORS, LLC |
SEATTLE WA |
| 66 |
| $14.2M |
| $42K |
| 4 | ANKENY GLASS THE KITCHEN & BATH COMPANY 401(K) PLAN | ANKENY IA | 115 | $1.3M | $12K |
| 5 | INTERMOUNTAIN CENTERS FOR HUMAN DEVELOPMENT INC INTERMOUNTAIN CENTERS 401(K) PLAN | TUCSON AZ | 843 | $18.3M | $9K |
| 6 | LOUWS TRUSS, INC. LOUWS TRUSS, INC 401(K) | FERNDALE WA | 112 | $3.1M | $9K |
| 7 | TRIBLE'S, INC TRIBLE'S INC PROFIT SHARING PLAN | EDGEWATER MD | 273 | $7.8M | $7K |
| 8 | CHANDLER EXHIBITS, INC. CHANDLER EXHIBITS, INC. 401(K) RETIREMENT PLAN | AFTON MN | 99 | $10.3M | $3K |
