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 Institutional Class Mutual fund in their Schedule of Assets, totaling $3.9M 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 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION 401(K) RETIREMENT PLAN | SANTA ROSA CA | 912 | $103.9M | $2.0M |
| 2 | INTERCOMMUNITY HEALTH ASSOCIATES, INC. INTERCOMMUNITY HEALTH ASSOCIATES, INC. 401(K) PLAN | WHITTIER CA | 328 | $121.7M | $1.4M |
| 3 | BARGREEN-ELLINGSON, INC. |
TACOMA WA |
| 709 |
| $61.3M |
| $287K |
| 4 | AVIATION SECURITY MANAGEMENT, LLC AVIATION SECURITY MANAGEMENT, LLC 401(K) PLAN | DUMFRIES VA | 254 | $6.5M | $257K |
| 5 | HOME COMFORT ALLIANCE, LLC HOME COMFORT ALLIANCE, LLC 401(K) PLAN | REDMOND WA | 194 | $7.3M | $42K |
