Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Five-Year Global Fixed Income Portfolio Institutional Class " in their Schedule of Assets, totaling $1.9M 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 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN | WALNUT CREEK CA | 431 | $109.4M | $1.1M |
| 2 | STERLING CORPORATION STERLING EMPLOYEE SAVINGS PLAN | BILLERICA MA | 132 | $18.6M | $521K |
| 3 | ATLANTIS COMFORT SYSTEMS CORP ACSC RETIREMENT PLAN |
WEST WARWICK RI |
| 222 |
| $5.2M |
| $182K |
