Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding DFA DFA Intermed Term Extended Quality Port in their Schedule of Assets, totaling $55K 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 | MOTIVHEALTH INSURANCE COMPANY HEALTHEQUITY RETIREMENT SERVICES PLAN-MOTIVHEALTH INSURANCE COMPANY | SOUTH JORDAN UT | 198 | $4.9M | $29K |
| 2 | NUVIA MSO, LLC RETIREMENT INCOME SECURITY PLAN-NUVIA DENTAL IMPLANT CENTER | COTTONWOOD HEIGHTS UT | 1,555 | $6.7M | $26K |
