Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Interm Govt Fix Inc Pt Ins Registered Investment Company in their Schedule of Assets, totaling $744K 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 | TUV SUD AMERICA, INC. TUV SUD AMERICA, INC. 401K SAVINGS PLAN | WAKEFIELD MA | 892 | $131.3M | $386K |
| 2 | TAULIA LLC TAULIA 401(K) PLAN & TRUST | SAN FRANCISCO CA | 261 | $25.5M | $187K |
| 3 | CORNELIA NIXON DAVIS, INC. CORNELIA NIXON DAVIS, INC. RETIREMENT PLAN |
WILMINGTON NC |
| 186 |
| $3.2M |
| $69K |
| 4 | ANUVU OPERATIONS LLC ANUVU RETIREMENT PLAN | SANTA ANA CA | 453 | $45.4M | $57K |
| 5 | ANUVU OPERATIONS LLC ANUVU RETIREMENT PLAN | SANTA ANA CA | 449 | $38.5M | $45K |
