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 Global 60/40 Portfolio I in their Schedule of Assets, totaling $9.1M 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 | LIFE'S WORC LIFE'S WORC 403(B) PROFIT SHARING PLAN | GARDEN CITY NY | 1,017 | $19.3M | $8.9M |
| 2 | HOLWELL SHUSTER & GOLDBERG, LLP HSG RETIREMENT PLAN | NEW YORK NY | 112 | $28.5M | $232K |
