Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Global Allocation 60/40 Port Instl # in their Schedule of Assets, totaling $2.5M 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 | THE CUSTOM COMPANIES, INC. THE CUSTOM COMPANIES RETIREMENT SAVINGS PLAN | NORTHLAKE IL | 380 | $16.4M | $1.5M |
| 2 | HMH ENGINEERS HMH 401(K) PLAN | SAN JOSE CA | 88 | $28.0M | $933K |
| 3 | REPCO-LITE PAINTS, INC. REPCO-LITE PAINTS, INC. PROFIT SHARING 401(K) PLAN |
HOLLAND MI |
| 106 |
| $3.1M |
| $102K |
