Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding s DFA Global Equity Portfolio Institutional Class in their Schedule of Assets, totaling $504K 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 | OLD NATIONAL BANK OLD NATIONAL BANK POOLED EMPLOYER PLAN | EVANSVILLE IN | 858 | $40.2M | $504K |
