Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 7 U.S. retirement plans report holding DFA Intermediate Government Fixed-Income Mutual Fund in their Schedule of Assets, totaling $1.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | DELAWARE VALLEY COMMUNITY HEALTH, INC. DELAWARE VALLEY COMMUNITY HEALTH, INC. RETIREMENT AND SAVINGS PLAN | PHILADELPHIA PA | 356 | $43.5M | $1.2M |
| 2 | SOUTHERN NEW ENGLAND HEALTH CARE FOR WOMEN, LLC SOUTHERN NEW ENGLAND HEALTH CARE FOR WOMEN, LLC 401(K) PROFIT SHARING PLAN | PAWTUCKET RI | 103 | $20.7M | $229K |
| 3 |
FORT WORTH TX |
| 109 |
| $48.8M |
| $30K |
| 4 | NAVVIS & COMPANY NAVVIS & COMPANY 401(K) PLAN | ST. LOUIS MO | 237 | $27.4M | $17K |
| 5 | E.E. NEWCOMER ENTERPRISES, INC. E.E. NEWCOMER ENTERPRISES, INC. 401(K) RETIREMENT PLAN & TRUST | OLATHE KS | 3,441 | $174.0M | $17K |
| 6 | TOTALMED STAFFING, INC. TOTALMED STAFFING, INC. 401(K) PROFIT SHARING PLAN AND TRUST | APPLETON WI | 3,117 | $37.3M | $12K |
| 7 | JACOBSON HOLDINGS, INC. JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN | OLATHE KS | 631 | $15.1M | $3K |