Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Five-Year Global Fixed Income Portfolio Mutual fund in their Schedule of Assets, totaling $1.0M 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 | BARASCH & MCGARRY, P.C. DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC CASH BALANCE PLAN | NEW YORK NY | 146 | $15.1M | $775K |
| 2 | MPT OPERATING PARTNERSHIP, L.P. MPT OPERATING PARTNERSHIP, L.P. 401(K) PLAN | BIRMINGHAM AL | 103 | $27.4M | $232K |
