Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA DFA INVESTMENT GRADE I MUTUAL FUND SHARES 0 in their Schedule of Assets, totaling $510K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | COLORADO WEST INC. MIND SPRINGS EMPLOYEE RETIREMENT PLAN | GRAND JUNCTION CO | 465 | $11.0M | $266K |
| 2 | TURNERS OUTDOORS INC. TURNERS OUTDOORS INC. 401K PLAN | RIALTO CA | 736 | $9.4M | $149K |
| 3 | NOVAMATIQ INC. GUIDE ENGINEERING 401K PLAN |
| 164 |
| $6.7M |
| $84K |
| 4 | VISTA DEL MAR CHILD AND FAMILY SERVICES 403B THRIFT PLAN OF VISTA DEL MAR CHILD AND FAMILY SERVICES | LOS ANGELES CA | 596 | $15.6M | $10K |
| 5 | THE MONTPELIER FOUNDATION THE MONTPELIER FOUNDATION TDA PLAN | MONTPELIER STATION VA | 109 | $5.8M | $1K |
