Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA Commodity Strategy Portfolio Fund in their Schedule of Assets, totaling $3.2M 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 | HM.CLAUSE, INC. HM.CLAUSE, INC. 401(K) RETIREMENT PLAN | DAVIS CA | 719 | $102.0M | $3.1M |
| 2 | U.S. ENDO SS PAYROLL, LLC US ENDO PARTNERS OPCO, LLC 401(K) AND PROFIT SHARING PLAN | IRVING TX | 1,279 | $26.6M | $34K |