Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Global equity Inst in their Schedule of Assets, totaling $17.9M 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 | NRG AFFILIATE SERVICES, INC NRG AFFILIATES EMPLOYEE SAVINGS PLAN | PRINCETON NJ | 11,745 | $2.3B | $17.6M |
| 2 | UNIFY CONSULTING LLC UNIFY CONSULTING LLC 401(K) PROFIT SHARING PLAN & TRUST | KIRKLAND WA | 423 | $55.6M | $295K |
