Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding DFA Global Equity Portfolio Institutional Class " in their Schedule of Assets, totaling $7.6M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CHERRY BEKAERT ADVISORY LLC CHERRY BEKAERT ADVISORY LLC 401(K) PLAN | RICHMOND VA | 2,316 | $263.0M | $3.9M |
| 2 | POSITIVE PROMOTIONS, INC. POSITIVE PROMOTIONS 401(K) SAVINGS PLAN | HAUPPAUGE NY | 856 | $17.5M | $881K |
| 3 | SUNVERA GROUP, LLC SUNVERA GROUP, LLC 401(K) SAVINGS PLAN |
BINGHAM FARMS MI |
| 507 |
| $15.2M |
| $854K |
| 4 | REDWOOD CREDIT UNION REDWOOD CREDIT UNION TARGET BENEFIT PLAN | SANTA ROSA CA | 109 | $36.1M | $700K |
| 5 | INTERACTIONS, LLC INTERACTIONS, LLC 401(K) PLAN | FRANKLIN MA | 199 | $37.5M | $369K |
| 6 | THE ENDOCRINE SOCIETY THE ENDOCRINE SOCIETY DEFINED CONTRIBUTION RETIREMENT PLAN | WASHINGTON DC | 72 | $31.2M | $298K |
| 7 | GALLAGHER FLYNN & CO., LLP GALLAGHER FLYNN & CO., LLP 401(K) PROFIT SHARING PLAN AND TRUST | SOUTH BURLINGTON VT | 73 | $20.8M | $291K |
| 8 | LEANTAAS, INC. LEANTAAS 401(K) SAVINGS PLAN | SANTA CLARA CA | 379 | $33.8M | $131K |
| 9 | MARVEL ARCHITECTS, PLLC MARVEL ARCHITECTS LANDSCAPE AR 401(K) PROFIT SHARING PLAN & TRUST | NEW YORK NY | 102 | $8.7M | $98K |
| 10 | TM3 SYSTEMS INC TM3 SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST | TRUMBULL CT | 167 | $9.1M | $39K |
