Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DIMENSIONAL GL AL 60 40 PORT I in their Schedule of Assets, totaling $6.7M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SERENA & LILY, INC. SERENA & LILY, INC. 401(K) PLAN | SAUSALITO CA | 457 | $12.3M | $6.1M |
| 2 | GREEN PLANET 21, INC. GREEN PLANET 21, INC. 401(K) PLAN | OAKLAND CA | 143 | $5.6M | $404K |
| 3 | BD&J, PC BD&J, PC 401K PLAN | LOS ANGELES CA |
| 369 |
| $6.1M |
| $97K |
| 4 | PROSPER MARKETPLACE, INC. PROSPER MARKETPLACE, INC. 401(K) PLAN | SAN FRANCISCO CA | 410 | $61.2M | $94K |
| 5 | BUSINESS FOR SOCIAL RESPONSIBILI BSR 401(K) PLAN | SAN FRANCISCO CA | 95 | $12.7M | $4K |
