Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Glbl Equity Inst Mutual Fund in their Schedule of Assets, totaling $5.1M 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 | GENON SERVICES, LLC GENON ENERGY EMPLOYEE SAVINGS PLAN | HOUSTON TX | 54 | $151.0M | $3.7M |
| 2 | OTC MARKETS GROUP INC. OTC MARKETS GROUP INC. 401(K) PLAN | NEW YORK NY | 139 | $33.7M | $896K |
| 3 | RDC-S111, INC. RDC-S111, INC. 401(K) PROFIT SHARING PLAN |
LONG BEACH CA |
| 163 |
| $18.4M |
| $391K |
| 4 | HIYA, INC. HIYA, INC. 401(K) PLAN | SEATTLE WA | 92 | $11.6M | $69K |