Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Global Equity Portfolio Institutional Class Mutual Funds in their Schedule of Assets, totaling $6.0M 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 | HUMMEL GROUP, INC. HUMMEL GROUP, INC. SAFE HARBOR 401(K) PLAN | BERLIN OH | 186 | $29.7M | $5.8M |
| 2 | SANTE HEALTH SYSTEMS, INC. SANTE HEALTH SYSTEM RETIREMENT PLAN | FRESNO CA | 868 | $35.5M | $172K |
