Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding Dimensional DFA Glbl Eq I 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.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HENDRICKS HOLDING CO., INC. HENDRICKS GROUP 401(K) PLAN | BELOIT WI | 2,198 | $73.6M | $1.3M |
| 2 | CACHE CREEK CASINO RESORT CACHE CREEK 401(K) PLAN | BROOKS CA | 1,994 | $127.1M | $252K |
| 3 | KUAKINI HEALTH SYSTEM KUAKINI HEALTH SYSTEM 403(B) MATCHING TAX-SHELTERED ANNUITY PLAN |
HONOLULU HI |
| 957 |
| $163.4M |
| $223K |
| 4 | UNIVERSITY DEVELOPMENT CORP UDC 401K PLAN | SHREVEPORT LA | 600 | $3.1M | $180K |
| 5 | UNITEK ACQUISITION, INC. UNITEK EMPLOYEES RETIREMENT SAVINGS PLAN | KING OF PRUSSIA PA | 507 | $14.9M | $24K |
