Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Two-Year Global Fixed Income Portfolio Institutional Class in their Schedule of Assets, totaling $793K 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 | STERLING CORPORATION STERLING EMPLOYEE SAVINGS PLAN | BILLERICA MA | 132 | $18.6M | $525K |
| 2 | ATLANTIS COMFORT SYSTEMS CORP ACSC RETIREMENT PLAN | WEST WARWICK RI | 222 | $5.2M | $181K |
| 3 | GOLDEN STATE ORTHOPEDICS & SPINE GOLDEN STATE ORTHOPEDICS & SPINE PROFIT SHARING 401(K) PLAN |
WALNUT CREEK CA |
| 431 |
| $109.4M |
| $88K |
