Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 46 U.S. retirement plans report holding DIMENSIONAL GLOBAL EQTY - INST in their Schedule of Assets, totaling $15.8M 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 | UNITED BANK CORPORATION UNITED BANK CORPORATION 401(K) PLAN | BARNESVILLE GA | 386 | $46.8M | $3.0M |
| 2 | C&A SERVICE INC. C&A SERVICE INC. 401(K) PLAN | FLORAL PARK NY | 205 | $20.4M | $1.4M |
| 3 | RHODES FINANCIAL SERVICES, LLC RHODES FINANCIAL SERVICES, LLC 401(K) PLAN |
AUGUSTA GA |
| 178 |
| $27.6M |
| $1.0M |
| 4 | FORTUNE METAL GROUP INC. FORTUNE METAL INC. OF RHODE ISLAND 401(K) PROFIT SHARING PLA | RAHWAY NJ | 267 | $17.5M | $940K |
| 5 | FOUR RIVERS NUCLEAR PARTNERSHIP FOUR RIVERS NUCLEAR PARTNERSHIP RETIREMENT PLAN | KEVIL KY | 831 | $108.4M | $934K |
| 6 | SITN SLEEP, INC. SIT 'N SLEEP, INC. 401(K) PROFIT SHARING PLAN | GARDENA CA | 181 | $27.4M | $855K |
| 7 | K-1 PACKAGING GROUP K-1 PACKAGING GROUP 401(K) PROFIT SHARING PLAN | CITY OF INDUSTRY CA | 214 | $22.8M | $832K |
| 8 | HEALTHCARE MANAGEMENT SOLUTION HEALTHCARE MANAGEMENT SOLUTION LLC 401(K) PLAN | FAIRMONT WV | 186 | $18.3M | $749K |
| 9 | DENNEY ELECTRIC SUPPLY OF AMBLER DENNEY ELECTRIC SUPPLY COMPANY, INC. 401(K) PLAN | AMBLER PA | 142 | $14.8M | $660K |
| 10 | AZTEC ENGINEERING GROUP, INC. AZTEC ENGINEERING GROUP, INC. 401(K) PROFIT SHARING PLAN | PHOENIX AZ | 188 | $25.1M | $524K |
