Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA DFA INF PRT SEC PORT in their Schedule of Assets, totaling $2.6M 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 | THE ASSOCIATION OF UNIVERSITY PHYSICIANS THE ASSOCIATION OF UNIVERSITY PHYSICIANS PENSION PLAN | SEATTLE WA | 3,026 | $499.3M | $2.1M |
| 2 | ENDO1 PARTNERS DBA SPECIALTY1 PARTNERS LLC SPECIALTY1 PARTNERS 401(K) PLAN | HOUSTON TX | 1,854 | $63.5M | $293K |
| 3 | CIRCLE INTERNET FINANCIAL, LLC |
BOSTON MA |
| 674 |
| $71.3M |
| $129K |
| 4 | ELEMENTIA USA LLC ELEMENTIA USA LLC RETIREMENT PLAN | HOUSTON TX | 362 | $16.4M | $28K |
