Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Dimensional Fund Advisors Five-Year Global Fixed Income Portfolio Institutional Class Fund in their Schedule of Assets, totaling $66K 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 | TRACK-PIGEON FORGE LTD PTR TRACK-PIGEON FORGE LTD PTR 401(K) PROFIT SHARING PLAN & TRUST | PIGEON FORGE TN | 125 | $7.6M | $66K |
