Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Dfa Investment Grade I Mutual Fund in their Schedule of Assets, totaling $2.3M 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 | UTAH EMERGENCY PHYSICIANS, P.C. UTAH EMERGENCY PHYSICIANS, P.C. PROFIT SHARING PLAN SPY 2024 | SALT LAKE CITY UT | 151 | $99.6M | $1.0M |
| 2 | SOUTHEAST, INC. SOUTHEAST, INC. SAFE HARBOR 401(K) PLAN | COLUMBUS OH | 452 | $18.9M | $454K |
| 3 | HONOR TECHNOLOGY, INC. HONOR TECHNOLOGY, INC. 401(K) PLAN |
SAN MATEO CA |
| 2,098 |
| $38.1M |
| $406K |
| 4 | HAWAII DENTAL GROUP, INC. HAWAII DENTAL GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN | HONOLULU HI | 201 | $15.6M | $156K |
| 5 | THE TOMBRAS GROUP THE TOMBRAS GROUP PROFIT SHARING/TAX DEFERRED SAVING PLAN | KNOXVILLE TN | 364 | $29.2M | $117K |
| 6 | EXENCIAL WEALTH ADVISORS EXENCIAL WEALTH ADVISORS 401(K) PLAN | OKLAHOMA CITY OK | 115 | $7.9M | $50K |
| 7 | HYPERFORM, INC. HYPERFORM, INC. 401(K) PROFIT SHARING PLAN AND TRUST | ROCKLEDGE FL | 113 | $2.9M | $33K |
| 8 | PANCREATIC CANCER ACTION NETWORK PANCREATIC CANCER ACTION NETWORK 401(K) PLAN | EL SEGUNDO CA | 144 | $19.9M | $27K |
| 9 | CREDITSAFE USA INC. CREDITSAFE USA INC. 401(K) PLAN | ALLENTOWN PA | 101 | $1.7M | $10K |
| 10 | MIXLAB, INC. MIXLAB, INC. 401(K) PLAN | NEW YORK NY | 143 | $2.1M | $5K |
