Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA DFA LTIP Port Institutional (1) in their Schedule of Assets, totaling $13.1M 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 | PARK UNIVERSITY PARK UNIVERSITY RETIREMENT PLAN | PARKVILLE MO | 407 | $66.0M | $3.5M |
| 2 | NORTHWESTERN COLLEGE NORTHWESTERN COLLEGE 403(B) DC PLAN | ORANGE CITY IA | 296 | $48.6M | $2.4M |
| 3 | UNIVERSITY OF HEALTH SCIENCES AND PHARMACY IN ST. LOUIS UNIVERSITY OF HEALTH SCIENCES AND PHARMACY IN ST. LOUIS DEFINED CONTRIBUTION PLAN |
SAINT LOUIS MO |
| 239 |
| $69.4M |
| $1.8M |
| 4 | HERITAGE HALL HERITAGE HALL 403(B) DC AND TDA PLAN | OKLAHOMA CITY OK | 182 | $29.3M | $1.4M |
| 5 | CLARKE UNIVERSITY CLARKE UNIVERSITY RETIREMENT PLAN | DUBUQUE IA | 189 | $40.4M | $850K |
| 6 | WICHITA COLLEGIATE SCHOOL WICHITA COLLEGIATE SCHOOL 403(B) DC PLAN | WICHITA KS | 231 | $21.5M | $726K |
| 7 | UNION COMMONWEALTH UNIVERSITY UNION COMMONWEALTH UNIVERSITY RETIREMENT PLAN | BARBOURVILLE KY | 89 | $18.5M | $562K |
| 8 | MIDLAND UNIVERSITY MIDLAND UNIVERSITY 403(B) RETIREMENT SAVINGS PLAN | FREMONT NE | 200 | $20.9M | $460K |
| 9 | RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOS RURAL HEALTH RESOURCES OF JACKSON COUNTY INC. DBA HOLTON COMMUNITY HOSPITAL TAX DEFERRED ANNUITY PLAN | HOLTON KS | 166 | $10.8M | $452K |
| 10 | BRIAR CLIFF UNIVERSITY BRIAR CLIFF UNIVERSITY 403(B) DC PLAN | SIOUX CITY IA | 182 | $28.6M | $298K |
