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 Portfolio Institutional Class Mutual Fund N/A in their Schedule of Assets, totaling $2.3M 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 | JARRETT LOGISTICS SYSTEMS, INC. JARRETT LOGISTICS SYSTEMS, INC. 401(K) PLAN | ORRVILLE OH | 264 | $9.1M | $1.5M |
| 2 | BLOOMINGTON MEDICAL SERVICES, LLC BLOOMINGTON MEDICAL SERVICES, LLC 401(K) PLAN | WOOSTER OH | 174 | $13.3M | $672K |
| 3 | FLEX TECHNOLOGIES, INC. |
MIDVALE OH |
| 120 |
| $1.3M |
| $51K |
