Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA INTERM TERM EXT QUAL INST in their Schedule of Assets, totaling $246K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | LEARNING TECHNOLOGIES ACQ CORP PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 269 | $55.8M | $129K |
| 2 | LEARNING TECHNOLOGIES GROUP, INC. PEOPLEFLUENT, INC. 401(K) PLAN | RALEIGH NC | 339 | $52.3M | $72K |
| 3 | PURE FINANCIAL ADVISORS, LLC PURE FINANCIAL ADVISORS, LLC 401(K) PROFIT SHARING PLAN AND T |
SAN DIEGO CA |
| 144 |
| $19.9M |
| $30K |
| 4 | CENTURION AMERICAN DEVELOPMENT G CENTURION AMERICAN DEVELOPMENT GROUP 401(K) PLAN | FARMERS BRANCH TX | 111 | $5.2M | $14K |
