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 Mutual fund in their Schedule of Assets, totaling $1.9M 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 | ALLIED BEVERAGE GROUP, L.L.C. ALLIED BEVERAGE GROUP, L.L.C. 401 (K) PLAN | ELIZABETH NJ | 392 | $72.9M | $1.5M |
| 2 | TKL RESEARCH INC. THE TKL PROFIT SHARING & 401K SAVINGS PLAN | FAIR LAWN NJ | 124 | $18.2M | $414K |
