Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Investment Grade Fund Mutual Fund in their Schedule of Assets, totaling $123K 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 | STRIVE HEALTH, LLC STRIVE HEALTH, LLC 401(K) PLAN | DENVER CO | 597 | $20.9M | $123K |
