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 I in their Schedule of Assets, totaling $2.1M 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 | TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN | FLUSHING NY | 845 | $53.9M | $1.3M |
| 2 | LANAI RESORTS, LLC LANAI RESORTS 401(K) PLAN | HONOLULU HI | 381 | $18.1M | $769K |
