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 Institutional Class Registered investment company in their Schedule of Assets, totaling $8.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | KEIM LUMBER COMPANY THE KEIM COMPANY 401(K) PLAN | CHARM OH | 579 | $31.1M | $8.3M |
| 2 | TRA-MINW, P.S. TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST | TACOMA WA | 480 | $171.8M | $326K |
| 3 | TRANSGROUP EXPRESS, LLC TRANSGROUP 401(K) PROFIT SHARING PLAN AND TRUST |
SEATTLE WA |
| 665 |
| $28.3M |
| $228K |
