Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors Dfa Five-Year Global Fixed-Income I in their Schedule of Assets, totaling $2.4M 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 | RICHARDSON KONTOGOURIS EMERSON LLP RICHARDSON KONTOGOURIS EMERSON LLP 401(K) PROFIT SHARING PLAN | TORRANCE CA | 126 | $21.1M | $2.4M |
| 2 | SANTA FE PREPARATORY SCHOOL SANTA FE PREPARATORY SCHOOL DC RETIREMENT PLAN | SANTA FE NM | 135 | $17.6M | $1K |