Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Global Allocation 60/40 I Mutual Fund in their Schedule of Assets, totaling $77K 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 | NEXUS ENGINEERING GROUP, INC. NEXUS ENGINEERING GROUP, INC. 401(K) RETIREMENT PLAN | CLEVELAND OH | 246 | $31.2M | $77K |
