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 Equity Portfolio I in their Schedule of Assets, totaling $291K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | HOLWELL SHUSTER & GOLDBERG, LLP HSG RETIREMENT PLAN | NEW YORK NY | 112 | $28.5M | $289K |
| 2 | SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. SOCIETY OF PETROLEUM ENGINEERS (SPE), INC. RETIREMENT INCOME PLAN | RICHARDSON TX | 121 | $29.5M | $2K |
