Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Global 60/40 Portfolio I DFA 0 in their Schedule of Assets, totaling $13.0M 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 | EUROMONITOR INTERNATIONAL, INC EUROMONITOR INTERNATIONAL, INC. 401(K) PLAN | CHICAGO IL | 174 | $24.8M | $6.6M |
| 2 | LIEFF, CABRASER, HEIMANN & BERNSTEIN, LLP LIEFF, CABRASER, HEIMANN & BERNSTEIN 401(K) PROFIT SHARING PLAN | SAN FRANCISCO CA | 243 | $141.2M | $6.1M |
| 3 | URBAN ENGINEERING AND ASSOCIATES, INC. |
ANNANDALE VA |
| 109 |
| $13.2M |
| $135K |
| 4 | QUICKEN INC. QUICKEN INC 401(K) PLAN | MENLO PARK CA | 155 | $23.0M | $79K |
| 5 | COMPASS FAMILY SERVICES COMPASS FAMILY SERVICES RETIREMENT PLAN | SAN FRANCISCO CA | 122 | $4.4M | $70K |
| 6 | PACIFIC MEDICAL, INC. PACIFIC MEDICAL, INC. 401(K) PLAN | TRACY CA | 416 | $21.9M | $62K |
| 7 | SEMLER SCIENTIFIC, INC. SEMLER SCIENTIFIC, INC. RETIREMENT TRUST | SANTA CLARA CA | 79 | $7.1M | $30K |
| 8 | ASCENT ENVIRONMENTAL, INC. ASCENT 401(K) PLAN | SACRAMENTO CA | 134 | $20.8M | $16K |
