Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Global Equity I in their Schedule of Assets, totaling $1.6M 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 | AUTO SYSTEMS CENTERS INC AUTO SYSTEMS CENTERS INC 401K PLAN | TOLEDO OH | 408 | $15.0M | $635K |
| 2 | PLANET HOME LENDING, LLC PLANET HOME LENDING, LLC PROFIT SHARING PLAN & TRUST | IRVING TX | 1,287 | $57.9M | $353K |
| 3 | SOUTH METRO HUMAN SERVICES RADIAS HEALTH 403(B) PLAN |
ST PAUL MN |
| 441 |
| $18.2M |
| $235K |
| 4 | LITIGATION MANAGEMENT, INC. LITIGATION MANAGEMENT 401(K) PLAN | CHESTERLAND OH | 328 | $5.2M | $197K |
| 5 | CRITICAL PROCESS SYSTEMS GROUP CRITICAL PROCESS SYSTEMS GROUP 401(K) PLAN | COLCHESTER VT | — | $0 | $158K |
| 6 | FUNCK BROTHERS ENTERPRISES FUNCK BROTHERS ENTERPRISES 401(K) PLAN | ANNVILLE PA | 235 | $2.7M | $21K |
| 7 | NORTH SHORE HEBREW ACADEMY NORTH SHORE HEBREW ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | GREAT NECK NY | 239 | $34.4M | $8K |
