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 Shares Mutual Fund ^ in their Schedule of Assets, totaling $627K 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 | ZOOM VIDEO COMMUNICATIONS, INC. ZOOM VIDEO COMMUNICATIONS, INC. 401K PROFIT SHARING PLAN TRUST | SAN JOSE CA | 3,593 | $379.0M | $490K |
| 2 | APERCEN PARTNERS LLC APERCEN PARTNERS 401K PLAN | PALO ALTO CA | 347 | $35.8M | $131K |
| 3 | CONSENSYS SOFTWARE INC. CONSENSYS SOFTWARE INC. 401(K) PLAN |
FORT WORTH TX |
| 291 |
| $11.5M |
| $7K |
