Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 4 U.S. retirement plans report holding DFA Intermediate Government Fixed-Income I Fund in their Schedule of Assets, totaling $5.6M 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 | HERBALIFE INTERNATIONAL OF AMERICA, INC. HERBALIFE INTERNATIONAL OF AMERICA, INC. EMPLOYEES 401(K) PROFIT SHARING | TORRANCE CA | 2,229 | $416.9M | $4.5M |
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC UNITED CAPITAL FINANCIAL ADVISORS EMPLOYER RETIREMENT CONTRIBUTION PLAN | IRVING TX | 270 | $29.2M | $600K |
| 3 | CREATIVE PLANNING LLC |
OVERLAND PARK KS |
| 2,243 |
| $269.6M |
| $340K |
| 4 | LALLEMAND USA, INC. LALLEMAND USA 401(K) SAVINGS PLAN | MEMPHIS TN | 672 | $102.2M | $104K |
