Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Global Equity Instl Registered Investment Company in their Schedule of Assets, totaling $44.1M 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 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $32.9M |
| 2 | RADIAL HOLDINGS, L.P. RADIAL RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 3,442 | $125.2M | $6.4M |
| 3 | WHITMAN, REQUARDT & ASSOCIATES, LLP |
BALTIMORE MD |
| 904 |
| $174.3M |
| $4.9M |
