Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Global Equity Port Ins Registered Investment Company in their Schedule of Assets, totaling $1.2M 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 | DALBY, WENDLAND AND COMPANY, P. C. DALBY, WENDLAND AND COMPANY, P. C. SALARY | GRAND JUNCTION CO | 96 | $17.3M | $487K |
| 2 | BRAYTON PURCELL, LLP BRAYTON PURCELL, LLP 401K RETIREMENT PLAN | NOVATO CA | 138 | $43.7M | $256K |
| 3 | THE CONLAN COMPANY THE CONLAN COMPANY 401K PLAN |
MARIETTA GA |
| 621 |
| $21.4M |
| $255K |
| 4 | JACK SCHROEDER AND ASSOCIATES, LLC JACK SCHROEDER AND ASSOCIATES, LLC 401 (K) PLAN | GREEN BAY WI | 98 | $6.1M | $110K |
| 5 | VROOM INC. VROOM 401(K) PLAN | NEWPORT BEACH CA | 68 | $11.7M | $81K |
| 6 | ATTICA HYDRAULIC EXCHANGE, INC. ATTICA HYDRAULIC EXCHANGE, INC. 401(K) PROFIT | CHESTERFIELD MI | 286 | $14.1M | $31K |
| 7 | VROOM AUTOMOTIVE FINANCE CORP. VROOM AUTOMOTIVE FINANCE CORPORATION 401(K) PLAN | NEWPORT BEACH CA | 523 | $29.2M | $3K |
