Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Global 25/75 Portfolio I DFA 0 in their Schedule of Assets, totaling $1.4M 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 | URBAN ENGINEERING AND ASSOCIATES, INC. URBAN ENGINEERING & ASSOCIATES, INC. 401(K) | ANNANDALE VA | 109 | $13.2M | $745K |
| 2 | EUROMONITOR INTERNATIONAL, INC EUROMONITOR INTERNATIONAL, INC. 401(K) PLAN | CHICAGO IL | 174 | $24.8M | $284K |
| 3 | PACIFIC MEDICAL, INC. |
TRACY CA |
| 416 |
| $21.9M |
| $261K |
| 4 | LIEFF, CABRASER, HEIMANN & BERNSTEIN, LLP LIEFF, CABRASER, HEIMANN & BERNSTEIN 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 243 | $141.2M | $67K |