Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 6 U.S. retirement plans report holding DFA Inf Prt Sec Port Mutual Funds in their Schedule of Assets, totaling $653K 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 | PACKARD MEDICAL GROUP, INC. PACKARD MEDICAL GROUP 401(K) PROFIT SHARING PLAN | PALO ALTO CA | 201 | $102.6M | $203K |
| 2 | CYIENT, INC. CYIENT, INC. 401(K) RETIREMENT PLAN | HARTFORD CT | 958 | $89.5M | $146K |
| 3 | TRIUMVIRATE ENVIRONMENTAL, INC. TRIUMVIRATE ENVIRONMENTAL, INC. SAVINGS, PROFIT SHARING & RETIREMENT PLAN |
SOMERVILLE MA |
| 1,182 |
| $57.6M |
| $139K |
| 4 | D.B. ROBERTS, INC. D. B. ROBERTS, INC. 401(K) PLAN | WILMINGTON MA | 334 | $20.7M | $105K |
| 5 | AMERICA'S HEALTH INSURANCE PLANS, INC. AHIP 401(K) PROFIT SHARING PLAN | WASHINGTON DC | 116 | $47.7M | $56K |
| 6 | PROSPERITY SERVICE GROUP, LLC PROSPERITY SERVICE GROUP, LLC 401(K) PLAN | ROANOKE VA | 325 | $51.5M | $5K |
