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 Registered Investment Company in their Schedule of Assets, totaling $5.0M 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 | WILLKIE FARR & GALLAGHER LLP WILLKIE FARR & GALLAGHER LLP RETIREMENT SAVINGS PLAN | NEW YORK NY | 1,735 | $852.7M | $2.5M |
| 2 | U.S. ORAL SURGERY MANAGEMENT, LLC U.S. ORAL SURGERY MANAGEMENT, LLC RETIREMENT PLAN | IRVING TX | 2,450 | $237.9M | $920K |
| 3 | SEWARD & KISSEL LLP |
NEW YORK NY |
| — |
| $319.3M |
| $716K |
| 4 | FIRST CHOICE HEALTH NETWORK, INC. FIRST CHOICE HEALTH NETWORK, INC. 401(K) PLAN | SEATTLE WA | 204 | $38.7M | $637K |
| 5 | DOLAN ENTERPRISES, INC. DBA DOLAN TOYOTA DOLAN AUTO GROUP 401(K) PROFIT SHARING PLAN | RENO NV | 662 | $10.3M | $170K |
| 6 | VOLEON CAPITAL MANAGEMENT LP VOLEON CAPITAL MANAGEMENT LP 401(K) PLAN | BERKELEY CA | 285 | $35.6M | $117K |
