Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Global Equity Portfolio I in their Schedule of Assets, totaling $6.3M 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 | SUMMIT PARTNERS, LP SUMMIT PARTNERS, L.P. 401(K) PROFIT SHARING PLAN | BOSTON MA | 210 | $112.5M | $5.4M |
| 2 | LANAI RESORTS, LLC LANAI RESORTS 401(K) PLAN | HONOLULU HI | 381 | $18.1M | $716K |
| 3 | CHILD AND FAMILY SERVICES OF NEWPORT COUNTY CHILD AND FAMILY SERVICES OF NEWPORT COUNTY 401(K) AND PROFIT SHARING PLAN |
MIDDLETOWN RI |
| 92 |
| $5.4M |
| $160K |
