Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DIMENSIONAL GL AL 25 75 PORT I in their Schedule of Assets, totaling $944K 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 | SERENA & LILY, INC. SERENA & LILY, INC. 401(K) PLAN | SAUSALITO CA | 457 | $12.3M | $798K |
| 2 | UNIPAC SHIPPING INC. UNIPAC SHIPPING INC. 401(K) PROFIT SHARING PLAN | POMONA CA | 93 | $7.5M | $125K |
| 3 | PROSPER MARKETPLACE, INC. PROSPER MARKETPLACE, INC. 401(K) PLAN |
SAN FRANCISCO CA |
| 410 |
| $61.2M |
| $18K |
| 4 | BUSINESS FOR SOCIAL RESPONSIBILI BSR 401(K) PLAN | SAN FRANCISCO CA | 95 | $12.7M | $2K |
| 5 | CONCRETE HOLDINGS & SERVICES, LL C & C CONCRETE 401(K) PLAN | MEDLEY FL | 209 | $2.1M | $2K |
