Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding DFA Commodity Strategy Portfolio Institutional Class in their Schedule of Assets, totaling $53K 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 | B-STOCK SOLUTIONS, INC. B-STOCK SOLUTIONS, INC. RETIREMENT TRUST | SAN MATEO CA | 216 | $14.0M | $40K |
| 2 | CHELOS MANAGEMENT COMPANY, INC. CHELO'S 401(K) PLAN | CUMBERLAND RI | 238 | $10.2M | $7K |
| 3 | KAPNICK AND COMPANY, INC. DBA KAPNICK INSURANCE GROUP KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST |
ADRIAN MI |
| 222 |
| $41.2M |
| $6K |
