Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 5 U.S. retirement plans report holding DFA Intermediate Government Fixed-Income Portfolio in their Schedule of Assets, totaling $1.7M 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 | BARASCH & MCGARRY, P.C. DBA BARASCH MCGARRY SALZMAN & PENSON BARASCH & MCGARRY, PC CASH BALANCE PLAN | NEW YORK NY | 146 | $15.1M | $1.1M |
| 2 | TUV SUD AMERICA, INC. TUV SUD AMERICA, INC. 401K SAVINGS PLAN | WAKEFIELD MA | 892 | $131.3M | $386K |
| 3 | CWI GIFTS CWI GIFTS 401K PROFIT SHARING PLAN |
GROVEPORT OH |
| 110 |
| $3.6M |
| $116K |
| 4 | CORNELIA NIXON DAVIS, INC. CORNELIA NIXON DAVIS, INC. RETIREMENT PLAN | WILMINGTON NC | 186 | $3.2M | $69K |
| 5 | SOUTHWEST BOSTON SENIOR SVCS INC. D/B/A ETHOS ETHOS RETIREMENT PLAN | JAMAICA PLAIN MA | 188 | $9.0M | $36K |
