Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 19 U.S. retirement plans report holding Dfa Inf Prt Sec Port Mutual Fund in their Schedule of Assets, totaling $3.9M 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 | PWP EMPLOYER LP PWP 401(K) PLAN | NEW YORK NY | 487 | $147.0M | $1.2M |
| 2 | ARES HOLDING CORPORATION ARES HOLDING CORPORATION 401(K) PLAN | BURLINGAME CA | 563 | $98.3M | $873K |
| 3 | NEXTIVA, INC. NEXTIVA 401(K) PLAN | SCOTTSDALE AZ |
| 789 |
| $42.0M |
| $396K |
| 4 | SURVEYMONKEY INC. SURVEYMONKEY 401(K) PLAN | SAN MATEO CA | 524 | $126.3M | $331K |
| 5 | POLYMERSHAPES LLC POLYMERSHAPES LLC 401(K) PLAN | CHARLOTTE NC | 587 | $59.3M | $215K |
| 6 | EWING MARION KAUFFMAN FOUNDATION EWING MARION KAUFFMAN FOUNDATION TAX SHELTERED ANNUITY PROGRAM | KANSAS CITY MO | 95 | $46.0M | $183K |
| 7 | SULLIVAN ENVIRONMENTAL SERVICES INC. SULLIVAN ENVIRONMENTAL SERVICES 401K PLAN | GALVESTON TX | 1,635 | $41.4M | $117K |
| 8 | SOUTHEASTERN SPINE INSTITUTE SOUTHEASTERN SPINE INSTITUTE 401(K) PROFIT SHARING PLAN | MT. PLEASANT SC | 102 | $7.6M | $112K |
| 9 | SNYDER LANGSTON HOLDINGS, LLC SNYDER LANGSTON RETIREMENT AND DEFERRED SAVINGS PLAN | IRVINE CA | 152 | $32.5M | $102K |
| 10 | PUGET CONSUMERS CO-OP DBA PCC COMMUNITY MARKETS PUGET CONSUMERS' CO-OP NON-UNION EMPLOYEES' 401(K) RETIREMENT PLAN & TRUST | SEATTLE WA | 216 | $29.5M | $100K |
