Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding DFA INF PRT SEC PORT - in their Schedule of Assets, totaling $2.3M 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 | CHATHAM FINANCIAL CHATHAM FINANCIAL CORPORATION 401(K) PLAN | KENNETT SQUARE PA | 632 | $234.3M | $527K |
| 2 | DIGITAL MANAGEMENT, LLC DIGITAL MANAGEMENT, LLC 401(K) PLAN | BETHESDA MD | 1,554 | $196.5M | $521K |
| 3 | MECHANICS BANK MECHANICS BANK PROFIT SHARING/401(K) PLAN |
WALNUT CREEK CA |
| 1,484 |
| $214.6M |
| $437K |
| 4 | CANACCORD GENUITY LLC CANACCORD GENUITY LLC 401(K) PLAN | NY NY | 377 | $110.5M | $259K |
| 5 | COLUMBIA ASSOCIATION, INC. THE COLUMBIA ASSOCIATION, INC. INCENTIVE SAVINGS PLAN | COLUMBIA MD | 961 | $58.6M | $235K |
| 6 | PUBLIC PARTNERSHIPS LLC PUBLIC PARTNERSHIPS LLC 401(K) PLAN | BOSTON MA | 1,062 | $38.7M | $108K |
| 7 | IVENTURE SOLUTIONS, INC. IVENTURE SOLUTIONS, INC. 401K P/S PLAN | JACKSONVILLE FL | 177 | $11.7M | $75K |
| 8 | THE VERNDALE CORPORATION THE VERNDALE CORPORATION 401(K) | BOSTON MA | 107 | $21.3M | $35K |
| 9 | INNOVATIVE DATA PROCESSING SOLUTIONS, LTD. INNOVATIVE DATA PROCESSING SOLUTIONS, LTD. 401(K) PLAN AND TRUST | W. HENRIETTA NY | 107 | $9.5M | $21K |
| 10 | TA REALTY LLC TA REALTY LLC 401(K) RETIREMENT SAVINGS PLAN | BOSTON MA | 134 | $61.7M | $20K |
