Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Global Allocation 25/75 Portfolio Institutional Class Mutual fund in their Schedule of Assets, totaling $22K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC HYUNDAI TRANSYS GEORGIA SEATING SYSTEM, LLC 401K PLAN | WEST POINT GA | 1,428 | $7.7M | $22K |
