Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Matrix Trust Company DFA Global Equity I Fund - 20,709.038 shares in their Schedule of Assets, totaling $686K 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 | MCCURLEY INTEGRITY DEALERSHIPS, LLC MCCURLEY EMPLOYEES 401(K) PLAN | PASCO WA | 187 | $19.5M | $686K |
