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 Global 60/40 I Fund in their Schedule of Assets, totaling $114K 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 | BANK OF IDAHO HOLDING COMPANY BANK OF IDAHO 401(K) PLAN | IDAHO FALLS ID | 200 | $9.9M | $74K |
| 2 | WALPOLE AREA VISITING NURSE ASSOCIATION, INC. WALPOLE AREA VISITING NURSE ASSOCIATION 403(B) RETIREMENT PLAN | WALPOLE MA | 103 | $4.7M | $28K |
| 3 | TIPPERARY SALES, INC. |
EVANS GA |
| 112 |
| $10.7M |
| $12K |
