Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Global Equity Portfolio I Mutual fund in their Schedule of Assets, totaling $4.6M 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 | PROVIDENCE EQUITY PARTNERS L.L.C. PROVIDENCE EQUITY PARTNERS L.L.C. 401(K) PLAN | PROVIDENCE RI | 104 | $124.6M | $2.5M |
| 2 | PSG EQUITY L.L.C. PSG EQUITY L.L.C. 401(K) PLAN | BOSTON MA | 187 | $42.6M | $827K |
| 3 | SUMMIT PHYSICIAN SPECIALISTS, P.C. SUMMIT PHYSICIAN SPECIALISTS RETIREMENT PLAN |
MURRAY UT |
| 122 |
| $82.7M |
| $699K |
| 4 | SUN MAR HEALTHCARE SUN MAR HEALTHCARE 401(K) PLAN | BREA CA | 5,463 | $12.9M | $324K |
| 5 | WILLIAM RAVEIS REAL ESTATE, INC. WILLIAM RAVEIS EMPLOYEES SAVINGS & RETIREMENT | SHELTON CT | 392 | $34.8M | $181K |
