Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA DFA Intrmd-Term Extended Quality Port in their Schedule of Assets, totaling $181K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LELAND MANAGEMENT, INC. RETIREMENT INCOME SECURITY PLAN-LELAND MANAGEMENT, INC. | ORLANDO FL | 355 | $4.8M | $55K |
| 2 | MC RESIDENTIAL COMMUNITIES, LLC RETIREMENT INCOME SECURITY PLAN-MC RESIDENTIAL COMMUNITIES, LLC | SCOTTSDALE AZ | 236 | $3.6M | $43K |
| 3 | SPEED OF LIGHT OPS, LLC DBA SOLO |
LEHI UT |
| 91 |
| $3.1M |
| $41K |
| 4 | TELOS RESIDENTIAL TREATMENT CENTER, LLC RETIREMENT INCOME SECURITY PLAN-TELOS RTC | OREM UT | 138 | $2.9M | $39K |
| 5 | LUMIN8 HOLDINGS, LLC RETIREMENT INCOME SECURITY PLAN-ASCENT VENTURES | LEHI UT | 0 | $366K | $3K |