Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA INTERMED GOVT FIXED INCOME Registered Investment Company in their Schedule of Assets, totaling $2.8M 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 | DIMENSIONAL INVESTMENT LLC DIMENSIONAL FUND ADVISORS DEFERRED COMPENSATION AND PROFIT SHARING PLAN | AUSTIN TX | 1,226 | $450.4M | $1.5M |
| 2 | VITA-MIX HOLDINGS COMPANY VITA-MIX COMPANIES 401(K) PLAN | CLEVELAND OH | 561 | $76.7M | $655K |
| 3 | MIDWEST ANESTHESIA PARTNERS LLC |
NAPERVILLE IL |
| 108 |
| $139.7M |
| $452K |
| 4 | ADVANCED EMISSIONS SOLUTIONS, INC. ADVANCED EMISSIONS SOLUTIONS, INC. PROFIT SHARING RETIREMENT PLAN | GREENWOOD VILLAGE CO | 202 | $19.7M | $128K |
