Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding DFA Intermediate Govt Fixed-Income I in their Schedule of Assets, totaling $1.9M 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 | TRUSTEES OF ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN ST. PAUL ELECTRICAL CONSTRUCTION WORKERS 401(K) PLAN | ST. PAUL MN | 1,408 | $204.0M | $1.4M |
| 2 | KASPAR WIRE WORKS, INC. KASPAR COMPANIES & AFFILIATES 401(K) SAVINGS PLAN | SHINER TX | 404 | $12.5M | $204K |
| 3 | ROBBINS RESEARCH INTERNATIONAL, INC. |
SAN DIEGO CA |
| 312 |
| $16.7M |
| $101K |
| 4 | MCCANDLISH HOLTON, PC MCCANDLISH HOLTON, PC 401(K) PROFIT-SHARING PLAN | RICHMOND VA | 85 | $23.1M | $87K |
| 5 | CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING AND TRUST CHINBURG BUILDERS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | NEWMARKET NH | 132 | $9.9M | $78K |
| 6 | TULLY CONSTRUCTION CO., INC. TULLY GROUP EMPLOYEE SAVINGS AND PROTECTION PLAN | FLUSHING NY | 845 | $53.9M | $38K |
| 7 | VISIONARY AUTOMOTIVE MANAGEMENT, LLC VISIONARY AUTOMOTIVE MANAGEMENT, LLC 401(K) PLAN | SCOTTSDALE AZ | 457 | $6.5M | $5K |
| 8 | HARBORCREEK YOUTH SERVICES HARBORCREEK YOUTH SERVICES RETIREMENT SAVINGS PLAN | HARBORCREEK PA | 119 | $9.0M | $2K |
