Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Commodity Strategy I Mutual Funds in their Schedule of Assets, totaling $191K 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 | ORACLE FINANCIAL SERVICES SOFTWARE, INC. ORACLE FINANCIAL SERVICES SOFTWARE INC. 401(K) PROFIT SHARING PLAN | BRIDGEWATER NJ | 295 | $91.4M | $177K |
| 2 | MOWERY CLINIC, L L C MOWERY CLINIC LLC 401(K) PLAN AND TRUST | SALINA KS | 107 | $44.0M | $14K |
