Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 274 U.S. retirement plans report holding DFA Commodity Strat Port Inst in their Schedule of Assets, totaling $10.9M 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 | ROCKLAND TRUST COMPANY ROCKLAND TRUST CO EE SAVINGS PS AND STOCK OWNERSHIP PLAN | HANOVER MA | 1,890 | $300.0M | $3.0M |
| 2 | LEGENCE HOLDINGS LLC LEGENCE 401(K) PLAN | SAN JOSE CA | 2,603 | $216.8M | $633K |
| 3 | QUINTAIROS PRIETO WOOD & BOYER, QUINTAIROS PRIETO WOOD & BOYER P.A. 401(K) PLAN |
MIAMI FL |
| 1,221 |
| $100.2M |
| $593K |
| 4 | LIPPES MATHIAS LLP LIPPES MATHIAS LLP 401(K) PLAN | BUFFALO NY | 366 | $50.9M | $222K |
| 5 | HILEY CARS HURST L.P. HILEY CARS HURST L.P. 401(K) PLAN | HURST TX | 274 | $7.4M | $215K |
| 6 | XPANSIV DATA SYSTEMS, INC. XPANSIV DATA SYSTEMS 401K PLAN | NEW YORK NY | 205 | $23.1M | $175K |
| 7 | ASSOCIATED UROLOGICAL SPECIALIST ASSOCIATED UROLOGICAL 401(K) PROFIT SHARING PLAN | ORLAND PARK IL | 102 | $19.5M | $164K |
| 8 | SIA PARTNERS US, INC. SIA PARTNERS US, INC. 401K PLAN | NEW YORK NY | 547 | $55.7M | $159K |
| 9 | ADVANCED NETWORK MANAGEMENT INC. ADVANCED NETWORK MANAGEMENT, INC 401(K) PROFIT SHARING PLAN | ALBUQUERQUE NM | 269 | $34.9M | $138K |
| 10 | PROTECT ENVIRONMENTAL LLC PROTECT ENVIRONMENTAL LLC 401K PLAN & TRUST | LOUISVILLE KY | 140 | $4.5M | $127K |
