Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Dimensional Fund Advisors Global Core Plus Fixed Income in their Schedule of Assets, totaling $1.0M 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 | ASHLAND FOOD COOPERATIVE ASHLAND FOOD COOPERATIVE 401(K) RETIREMENT PLAN AND TRUST | ASHLAND OR | 122 | $8.3M | $533K |
| 2 | S&P USA VENTILATION SYSTEMS, LLC S&P USA VENTILATION SYSTEMS, LLC 401(K) PLAN | JACKSONVILLE FL | 140 | $4.2M | $506K |