Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA DFA Commodity Strategy Institutional in their Schedule of Assets, totaling $3.3M 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 | SUTTER MEDICAL GROUP, INC. SUTTER MEDICAL GROUP 401(K) PROFIT SHARING PLAN | SACRAMENTO CA | 1,247 | $1.0B | $1.6M |
| 2 | HEALTHEQUITY RETIREMENT SERVICES, LLC RETIREMENT INCOME SECURITY PLAN | DRAPER UT | — | $649.1M | $1.6M |
| 3 | FORCE MANAGEMENT HOLDINGS, LLC |
CHARLOTTE NC |
| 92 |
| $11.1M |
| $77K |
| 4 | PINGWIND, INC. PINGWIND, INC. 401(K) PLAN AND TRUST | ANNANDALE VA | 287 | $11.9M | $6K |
