Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Global Equity Portfolio Institutional Class Mutual Fund N/A in their Schedule of Assets, totaling $2.4M 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 | JARRETT LOGISTICS SYSTEMS, INC. JARRETT LOGISTICS SYSTEMS, INC. 401(K) PLAN | ORRVILLE OH | 264 | $9.1M | $1.3M |
| 2 | BLOOMINGTON MEDICAL SERVICES, LLC BLOOMINGTON MEDICAL SERVICES, LLC 401(K) PLAN | WOOSTER OH | 174 | $13.3M | $663K |
| 3 | THE COUNTRY CLUB AT DC RANCH |
SCOTTSDALE AZ |
| 193 |
| $5.1M |
| $294K |
| 4 | FLEX TECHNOLOGIES, INC. FLEX TECHNOLOGIES, INC. EMPLOYEES SAVINGS RETIREMENT PLAN | MIDVALE OH | 120 | $1.3M | $103K |
| 5 | VIRIDIAN MANAGEMENT INC VIRIDIAN MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | ENTERPRISE OR | 208 | $6.6M | $7K |
| 6 | VIRIDIAN MANAGEMENT INC VIRIDIAN MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST | ENTERPRISE OR | 203 | $6.6M | $6K |
