Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA FIVE YR GLOB FIXED INC I in their Schedule of Assets, totaling $429K 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 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T | SAN DIEGO CA | 144 | $19.9M | $217K |
| 2 | GAINES AND COMPANY, INC. GAINES AND COMPANY, INC. 401(K) PROFIT SHARING PLAN | REISTERTOWN MD | 219 | $30.4M | $147K |
| 3 | SALPOINTE CATHOLIC HIGH SCHOOL |
TUCSON AZ |
| 136 |
| $17.8M |
| $65K |
