Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Five-Year Global Fixed Income I Mutual Fund in their Schedule of Assets, totaling $242K 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 | LORENSEN ENTERPRISES INC. LORENSEN ENTERPRISES INC. 401(K) PSP & TRUST | WESTBROOK CT | 191 | $8.7M | $166K |
| 2 | NEWBURY MANAGEMENT COMPANY DBA/NEWBURY LIVING NEWBURY MANAGEMENT COMPANY 401(K) PLAN | WEST DES MOINES IA | 133 | $5.4M | $76K |
