Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 11 U.S. retirement plans report holding Dimensional Fund Advisors DFA Global Equity I in their Schedule of Assets, totaling $3.8M 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 | DAWSON GEOPHYSICAL COMPANY DAWSON GEOPHYSICAL COMPANY 401K PLAN | MIDLAND TX | 223 | $22.0M | $1.5M |
| 2 | UNIVERSAL ELECTRONICS, INC. UNIVERSAL ELECTRONICS, INC. 401(K) AND PROFIT SHARING PLAN | SCOTTSDALE AZ | 162 | $68.0M | $940K |
| 3 | RUPP PFALZGRAF LLC RUPP PFALZGRAF LLC 401(K) PROFIT SHARING PLAN |
BUFFALO NY |
| 129 |
| $25.9M |
| $742K |
| 4 | COASTAL SPECIALTY FOREST PRODUCTS, INC. COASTAL SPECIALTY FOREST PRODUCTS, INC. 401(K) PROFIT SHARING PLAN | BOW NH | 167 | $13.9M | $244K |
| 5 | TITUSVILLE AREA HOSPITAL TITUSVILLE AREA HOSPITAL UNION RETIREMENT PLAN | TITUSVILLE PA | 206 | $14.4M | $136K |
| 6 | THE CEDARS OF MARIN THE CEDARS OF MARIN 403(B) DC PLAN | ROSS CA | 88 | $8.2M | $98K |
| 7 | WEITZ & LUXENBERG, P.C. WEITZ & LUXENBERG EMPLOYEE SAVINGS PLAN | NEW YORK NY | 379 | $40.8M | $65K |
| 8 | ONEONTA TRADING CORPORATION CUSTONE 401(K) PLAN | WENATCHEE WA | 1,350 | $16.1M | $58K |
| 9 | MGC CONTRACTORS, INC. MGC CONTRACTORS, INC. 401(K) PLAN | PHOENIX AZ | 284 | $17.8M | $30K |
| 10 | HALE MAKUA HEALTH SERVICES HALE MAKUA HEALTH SERVICES 401(K) PLAN | KAHULUI HI | 426 | $16.9M | $21K |
