Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Global Allocation 60/40 in their Schedule of Assets, totaling $2.7M 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 | LABCON, NORTH AMERICA LABCON, NORTH AMERICA 401(K) PLAN | PETALUMA CA | 154 | $23.6M | $2.6M |
| 2 | NOMAX, INC. NOMAX GROUP 401(K) PROFIT SHARING PLAN | ST LOUIS MO | 162 | $15.8M | $91K |
