Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Commodity Strategy Port Inst Pooled Separate Account in their Schedule of Assets, totaling $403K 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 | RRC POWER & ENERGY, LLC RRC POWER & ENERGY, LLC 401(K) PLAN | ROUND ROCK TX | 278 | $19.3M | $244K |
| 2 | ROBERT W. SULLIVAN, INC. ROBERT W. SULLIVAN, INC. 401(K) PROFIT SHARING PLAN | BOSTON MA | 82 | $11.3M | $123K |
| 3 | TIPP DISTRIBUTORS, INC. DBA NOVAMEX TIPP DISTRIBUTORS, INC. DBA NOVAMEX 401(K) PLAN |
EL PASO TX |
| 252 |
| $33.4M |
| $36K |
