Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Commodity Strategy Portfolio Fund DFA 0 in their Schedule of Assets, totaling $750K 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 | BEYOND LIMITS, INC. BEYOND LIMITS, INC. 401(K) PLAN | GLENDALE CA | 168 | $17.0M | $236K |
| 2 | STANFORD FEDERAL CREDIT UNION STANFORD FEDERAL CREDIT UNION DEFERRED COMPENSATION PLAN | PALO ALTO CA | 243 | $41.4M | $175K |
| 3 | SEMLER SCIENTIFIC, INC. SEMLER SCIENTIFIC, INC. RETIREMENT TRUST |
SANTA CLARA CA |
| 79 |
| $7.1M |
| $124K |
| 4 | BORGERS USA CORP. BORGERS USA CORP. 401(K) PLAN | NORWALK OH | 407 | $6.1M | $92K |
| 5 | COMPAS, INC. COMPAS, INC. 401(K) PROFIT SHARING PLAN | CHERRY HILL NJ | 186 | $15.4M | $63K |
| 6 | URBAN ENGINEERING AND ASSOCIATES, INC. URBAN ENGINEERING & ASSOCIATES, INC. 401(K) | ANNANDALE VA | 109 | $13.2M | $51K |
| 7 | CB NICHOLS EGG RANCH CB NICHOLS EGG RANCH 401(K) PROFIT SHARING PLAN & TRUST | COLTON CA | 319 | $14.3M | $6K |
| 8 | MENDOCINO COAST CLINICS, INC. MENDOCINO COAST CLINICS, INC. RETIREMENT PLAN | FORT BRAGG CA | 129 | $2.6M | $3K |
