Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Global Equity I Registered Investment Company in their Schedule of Assets, totaling $4.9M 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 | DZ BANK AG, NEW YORK BRANCH DZ BANK AG, NEW YORK BRANCH 401K SAVINGS AND INVESTMENT PLAN | NEW YORK NY | 69 | $71.4M | $2.7M |
| 2 | LOZANO SMITH LLP LOZANO SMITH 401(K) PROFIT SHARING PLAN | FRESNO CA | 203 | $47.4M | $2.0M |
| 3 | CELLO & MAUDRU CONSTRUCTION COMPANY, INC. |
NAPA CA |
| 139 |
| $12.5M |
| $107K |
| 4 | VOLPARA HEALTH, INC. VOLPARA HEALTH, INC. 401(K) PLAN | LYNNWOOD WA | 102 | $15.1M | $72K |
| 5 | MOXTEK, INC. MOXTEK 401(K) PLAN | OREM UT | 219 | $27.0M | $60K |
| 6 | SARGENT REHABILITATION CENTER SARGENT REHABILITATION CENTER INC DC PLAN | EAST GREENWICH RI | 177 | $6.8M | $25K |
