Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Global Sustainability Fixed Income in their Schedule of Assets, totaling $753K 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 | UNIVERSITY CORPORATION FOR ATMOSPHERIC RESEARCH UCAR RETIREMENT PLAN | BOULDER CO | 1,643 | $1.2B | $637K |
| 2 | SLIPSTREAM GROUP, INC. SLIPSTREAM 401(K) RETIREMENT PLAN | MADISON WI | 156 | $22.2M | $87K |
| 3 | INOVA DIAGNOSTICS, INC. INOVA DIAGNOSTICS, INC. SALARY SAVINGS PLAN |
SAN DIEGO CA |
| 320 |
| $33.2M |
| $29K |
