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 Instl Mutual Fund in their Schedule of Assets, totaling $18.2M 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 | SEDGWICK CLAIMS MANAGEMENT SERVICES, INC. SEDGWICK 401(K) SAVINGS PLAN | MEMPHIS TN | 25,456 | $1.9B | $16.7M |
| 2 | UTAH EMERGENCY PHYSICIANS, P.C. UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN SPY 2024 | SALT LAKE CITY UT | 151 | $99.6M | $1.5M |
| 3 | GARY D. NELSON ASSOCIATES, INC. |
SAN RAFAEL CA |
| 519 |
| $16.8M |
| $19K |
