Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dfa Selectively Hedged Global F/I I Mutual Fund in their Schedule of Assets, totaling $1.5M 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 | THE CARDIOVASCULAR GROUP, P.C. D/B/A VIRGINIA HEART THE CARDIOVASCULAR GROUP, P.C. 401(K) PROFIT SHARING PLAN | FALLS CHURCH VA | 405 | $82.6M | $1.1M |
| 2 | WEST GAINES SEED, INC. WGS 401(K) PLAN | LUBBOCK TX | 168 | $14.8M | $375K |
| 3 | EXENCIAL WEALTH ADVISORS EXENCIAL WEALTH ADVISORS 401(K) PLAN |
OKLAHOMA CITY OK |
| 115 |
| $7.9M |
| $9K |
