Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 9 U.S. retirement plans report holding DFA Global Equity Fund - in their Schedule of Assets, totaling $2.4M 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 | DIRECT CONNECT GROUP, LLC DCG ONE, LLC RETIREMENT SAVINGS PLAN | SEATTLE WA | 452 | $41.7M | $1.5M |
| 2 | SPRING HILLS, LLC. SPRING HILLS LLC 401(K) PLAN | EDISON NJ | 1,717 | $5.5M | $391K |
| 3 | KY PPEC, INC. DBA THE KIDZ CLUB THE KIDZ CLUB 401(K) PLAN |
LOUISVILLE KY |
| 279 |
| $7.0M |
| $273K |
| 4 | IC EMPLOYEE LEASING LLC IC EMPLOYEE LEASING LLC 401(K) PLAN | INWOOD NY | 216 | $7.5M | $119K |
| 5 | NEW ENGLAND AQUARIUM NEW ENGLAND AQUARIUM 403(B) RETIREMENT PLAN | BOSTON MA | 290 | $10.1M | $84K |
| 6 | CTI RESOURCE MANAGEMENT, INC. CTIRMS 401(K) PROFIT SHARING PLAN AND TRUST | JACKSONVILLE FL | 95 | $5.9M | $17K |
| 7 | DAVIS FURNITURE INDUSTRIES, INC. DAVIS FURNITURE INDUSTRIES, INC. EMPLOYEES' 401(K) PLAN AND TRUST | HIGH POINT NC | 283 | $7.3M | $11K |
| 8 | DIGNITAS TECHNOLOGIES DIGNITAS TECHNOLOGIES RETIREMENT TRUST | ORLANDO FL | 235 | $17.0M | $4K |
| 9 | IDEAGEN, INCORPORATED IDEAGEN INCORPORATED 401(K) PLAN | RESTON VA | 292 | $25.0M | $2K |
