Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 17 U.S. retirement plans report holding DFA Global Equity I " in their Schedule of Assets, totaling $10.7M 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 | $2.8M |
| 2 | ASSOCIATED EQUIPMENT COMPANY, INC. ASSOCIATED EQUIPMENT COMPANY, INC. PROFIT SHARING & 401K PLAN | PEARLAND TX | 148 | $35.4M | $2.4M |
| 3 | SYMPHONYAI, LLC SYMPHONYAI 401(K) PLAN |
PALO ALTO CA |
| 518 |
| $72.5M |
| $1.2M |
| 4 | NEW HAMPSHIRE DISTRIBUTORS, LLC NHD NONUNION RETIREMENT SAVINGS PLAN | CONCORD NH | 117 | $22.5M | $1.2M |
| 5 | OPTIMUS HEALTH CARE, INC. SECTION 403(B) RETIREMENT PLAN FOR OPTIMUS HEALTH CARE, INC. | BRIDGEPORT CT | 356 | $28.6M | $568K |
| 6 | STI HOLDING COMPANY, INC. DBA STI GROUP STI GROUP 401(K) PLAN | BRIDGE CITY TX | 1,710 | $14.3M | $539K |
| 7 | CORA HEALTH SERVICES, INC. CORA HEALTH SERVICES RETIREMENT SALARY SAVINGS PLAN | LIMA OH | 1,714 | $36.4M | $467K |
| 8 | PLANET HOME LENDING, LLC PLANET HOME LENDING, LLC PROFIT SHARING PLAN & TRUST | IRVING TX | 1,287 | $57.9M | $353K |
| 9 | CHAMPLAIN COLLEGE INCORPORATED CHAMPLAIN COLLEGE DEFINED CONTRIBUTION RETIREMENT PLAN | BURLINGTON VT | 396 | $116.5M | $305K |
| 10 | SOUTH METRO HUMAN SERVICES RADIAS HEALTH 403(B) PLAN | ST PAUL MN | 441 | $18.2M | $235K |
