Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Commodity Strategy Institutional in their Schedule of Assets, totaling $618K 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 | SPEAR GROUP, LLC SPEAR GROUP, LLC 401(K) RETIREMENT PLAN AND TRUST | PEACHTREE CORNERS GA | 494 | $14.7M | $417K |
| 2 | LINAK U.S. INC. LINAK U.S. INC. 401(K) RETIREMENT SAVINGS PLAN | LOUISVILLE KY | 276 | $26.0M | $179K |
| 3 | SPARUS HOLDINGS, LLC SPARUS HOLDINGS, LLC 401(K) PLAN AND TRUST. |
PEACHTREE CORNERS GA |
| 1,003 |
| $5.8M |
| $12K |
| 4 | FISHER & PAYKEL APPLIANCES USA HOLDINGS, INC. FISHER & PAYKEL APPLIANCES USA HOLDINGS INC. RETIREMENT SAVINGS PLAN | COSTA MESA CA | 219 | $19.6M | $9K |
| 5 | ACCESS BANK ACCESS BANK 401(K) PLAN | OMAHA NE | 125 | $14.0M | $626 |
