Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 13 U.S. retirement plans report holding DFA Investment Grade I in their Schedule of Assets, totaling $6.7M 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 | MANHARD CONSULTING, LTD. MANHARD CONSULTING, LTD. CASH OR DEFERRED PROFIT SHARING PLAN | LINCOLNSHIRE IL | 328 | $36.0M | $2.7M |
| 2 | ELLSWORTH COOPERATIVE CREAMERY ELLSWORTH COOPERATIVE CREAMERY RETIREMENT SAVINGS PLAN | ELLSWORTH WI | 242 | $13.9M | $2.2M |
| 3 | WEYCO GROUP, INC. |
GLENDALE WI |
| 79 |
| $39.0M |
| $980K |
| 4 | SOUTH METRO HUMAN SERVICES RADIAS HEALTH 403(B) PLAN | ST PAUL MN | 441 | $18.2M | $239K |
| 5 | VIRGINIA PHYSICIANS, INC. VIRGINIA PHYSICIANS, INC. 401(K) PLAN | GLEN ALLEN VA | 371 | $66.0M | $198K |
| 6 | VADEN HOLDING, INC. VADEN HOLDING, INC. 401(K) PROFIT SHARING PLAN | SAVANNAH GA | 595 | $17.7M | $165K |
| 7 | OPENAI OPCO,LLC OPENAI 401(K) PLAN | SAN FRANCISCO CA | 2,063 | $112.8M | $142K |
| 8 | THE CUSTOM COMPANIES, INC. THE CUSTOM COMPANIES RETIREMENT SAVINGS PLAN | NORTHLAKE IL | 380 | $16.4M | $36K |
| 9 | THE LYONS NATIONAL BANK THE LYONS NATIONAL BANK 401(K) PROFIT SHARING PLAN | LYONS NY | 216 | $27.0M | $25K |
| 10 | SPC MECHANICAL CORPORATION SPC MECHANICAL CORPORATION RETIREMENT SAVINGS PLAN | WENDELL NC | 313 | $13.7M | $21K |
