Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding DFA Investment Grade Instl Registered Investment Company in their Schedule of Assets, totaling $2.6M 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 | MOORE, COLSON & COMPANY, P.C. MOORE, COLSON & CO., P.C. 401(K) & P/S PLAN | ATLANTA GA | 171 | $31.5M | $2.6M |
