Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Dimensional Fund Advisors DFA GLBL EQUITY INST in their Schedule of Assets, totaling $474K 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 | RUGBY HOLDINGS LLC RUGBY 401(K) PLAN | CONCORD NH | 666 | $33.0M | $217K |
| 2 | HERCULES CAPITAL, INC. HERCULES CAPITAL, INC. RETIREMENT SAVINGS PLAN | SAN MATEO CA | 102 | $32.9M | $173K |
| 3 | ISCAR METALS, INC. ISCAR METALS 401(K) PLAN |
| 368 |
| $69.6M |
| $85K |
