Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Global Equity Institutional Mutual fund in their Schedule of Assets, totaling $1.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DON QUIJOTE (USA) CO., LTD. DON QUIJOTE (USA) CO., LTD. PROFIT-SHARING RETIREMENT/INDIVIDUAL MATCHED SAVINGS PLAN | HONOLULU HI | 1,956 | $80.4M | $566K |
| 2 | C4 THERAPEUTICS, INC. C4 THERAPEUTICS, INC. 401(K) PLAN | WATERTOWN MA | 111 | $26.0M | $305K |
| 3 | CACHE CREEK CASINO RESORT |
BROOKS CA |
| 1,994 |
| $127.1M |
| $252K |