Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 18 U.S. retirement plans report holding DFA Global Equity I Mutual fund in their Schedule of Assets, totaling $11.5M 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 | WILSON OIL, INC. WILSON OIL, INC. 401(K) PROFIT SHARING PLAN AND TRUST | LONGVIEW WA | 355 | $30.4M | $2.7M |
| 2 | THE BOSWORTH COMPANY THE BOSWORTH COMPANY EMPLOYEES THRIFT PLAN | MIDLAND TX | 256 | $21.3M | $2.1M |
| 3 | REFINED TECHNOLOGIES, INC. REFINED TECHNOLOGIES 401(K) PLAN |
SPRING TX |
| 476 |
| $42.1M |
| $1.6M |
| 4 | PAE CONSULTING ENGINEERS, INC. PAE CONSULTING ENGINEERS, INC. PROFIT SHARING AND EMPLOYEES SAVINGS PLAN | PORTLAND OR | 391 | $76.0M | $1.3M |
| 5 | ROGER CLEVELAND GOLF CO., INC. ROGER CLEVELAND GOLF CO., INC. 401(K) SAVINGS PLAN | HUNTINGTON BEACH CA | 589 | $53.8M | $883K |
| 6 | FLANDREAU SANTEE SIOUX TRIBE FSST 401(K) PLAN | FLANDREAU SD | 528 | $11.8M | $840K |
| 7 | SAMUEL A. RAMIREZ & CO., INC. SAMUEL A RAMIREZ & CO., INC. 401(K) PROFIT SHARING PLAN TRUST | NEW YORK NY | 176 | $43.0M | $378K |
| 8 | FISHAWACK COMMUNICATIONS, INC. FISHAWACK GROUP 401(K) PLAN | WASHINGTON DC | 752 | $96.7M | $295K |
| 9 | TRI-CITIES CHAPLAINCY TRI-CITIES CHAPLAINCY 401(K) PLAN | RICHLAND WA | 97 | $4.1M | $289K |
| 10 | THE NEW IEM, LLC IEM 401(K) PLAN | FREMONT CA | 1,623 | $43.4M | $285K |
