Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Global Equity Mutual fund in their Schedule of Assets, totaling $3.0M 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 | WALNUT CREEK PLANING, LTD. WALNUT CREEK PLANING, LTD. 401(K) PLAN | MILLERSBURG OH | 137 | $6.8M | $1.6M |
| 2 | UNITED STATES LIABILITY INSURANCE COMPANY UNITED STATES LIABILITY INSURANCE COMPANY 401(K) PLAN | WAYNE PA | 1,493 | $80.7M | $838K |
| 3 | QUALITY PACKAGING SPECIALISTS INTERNATIONAL, LLC |
BURLINGTON NJ |
| 503 |
| $7.7M |
| $552K |
| 4 | CHANCELLOR HEALTH PARTNERS, LLC CHANCELLOR HEALTH PARTNERS, LLC 401(K) PLAN | COLUMBUS OH | 292 | $7.5M | $9K |
