Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Commodity Strategy Port Inst # in their Schedule of Assets, totaling $1.2M 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 | DELTA DENTAL PLAN OF MICHIGAN, INC. DELTA DENTAL PLAN OF MICHIGAN EMPLOYEES' 401K PLAN | OKEMOS MI | 1,191 | $106.3M | $651K |
| 2 | KENTUCKY EASTER SEALS SOCIETY, INC. KENTUCKY EASTER SEAL SOCIETY, INC. RETIREMENT SAVINGS PLAN | LEXINGTON KY | 88 | $17.9M | $209K |
| 3 | HERITAGE FINANCIAL GROUP, INC. |
ELKHART IN |
| 93 |
| $20.5M |
| $140K |
| 4 | RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA RENAISSANCE LIFE & HEALTH INSURANCE COMPANY OF AMERICA 401(K) PLAN | INDIANAPOLIS IN | 284 | $21.1M | $123K |
| 5 | JIMCOR AGENCY, INC JIMCOR RETIREMENT SAVINGS PLAN | MONTVALE NJ | 165 | $33.3M | $58K |
| 6 | GRANT MEDICAL TRANSPORTATION, INC. AMBITRANS MEDICAL TRANSPORT 401(K) PLAN | CHARLOTTE HARBOR FL | 121 | $2.5M | $39K |
| 7 | CONCORD FOODS, LLC CONCORD FOODS, LLC 401(K) PROFIT SHARING PLAN | BROCKTON MA | 216 | $17.4M | $13K |
| 8 | CAVINESS & CATES BUILDING AND CAVINESS & CATES BUILDING AND DEVELOPMENT 401(K) | FAYETTEVILLE NC | 134 | $5.3M | $7K |
